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 | $17,678 | $117,690-85.0% | $71,735-75.4% | $134,475-86.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,867 | $2,525-26.1% | $1,704+9.6% | $4,740-60.6% |
| Participant deferral / active EE | $15,833 | $3,759+321.2% | $2,658+495.7% | $6,400+147.4% |
| Admin fee / account holder | $28 | $6,379-99.6% | $3,974-99.3% | $11,426-99.8% |