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 | $12,527 | $69,518-82.0% | $59,878-79.1% | $135,375-90.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $7,098 | $3,235+119.4% | $2,722+160.8% | $4,779+48.5% |
| Participant deferral / active EE | $5,232 | $4,206+24.4% | $3,402+53.8% | $5,609-6.7% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,590-99.6% | $10,827-99.9% |