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 | $12,895 | $84,696-84.8% | $75,696-83.0% | $167,490-92.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $8,969 | $3,230+177.7% | $2,743+227.0% | $4,837+85.4% |
| Participant deferral / active EE | $3,588 | $4,580-21.7% | $3,821-6.1% | $6,341-43.4% |
| Admin fee / account holder | $3 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |