See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,350 | $108,172-92.3% | $77,482-89.2% | $158,922-94.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,920 | $1,325+44.9% | $986+94.6% | $4,761-59.7% |
| Participant deferral / active EE | $5,280 | $2,456+115.0% | $1,861+183.7% | $5,982-11.7% |
| Admin fee / account holder | $14 | $3,708-99.6% | $2,858-99.5% | $11,246-99.9% |