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 3-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 | $16,775 | $110,261-84.8% | $95,745-82.5% | $139,434-88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,989 | $3,257+22.4% | $2,835+40.7% | $4,751-16.0% |
| Participant deferral / active EE | $11,597 | $4,676+148.0% | $4,245+173.2% | $6,710+72.8% |
| Admin fee / account holder | $8 | $6,613-99.9% | $5,678-99.9% | $11,403-99.9% |