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 7-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 | $19,852 | $104,486-81.0% | $76,817-74.2% | $152,861-87.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,055 | $3,116-1.9% | $2,302+32.7% | $4,762-35.9% |
| Participant deferral / active EE | $16,202 | $4,236+282.5% | $3,336+385.7% | $5,850+176.9% |
| Admin fee / account holder | $9 | $12,275-99.9% | $6,420-99.9% | $11,596-99.9% |