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 8-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 | $37,646 | $127,100-70.4% | $105,738-64.4% | $135,375-72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,003 | $4,107-26.9% | $3,268-8.1% | $4,779-37.2% |
| Participant deferral / active EE | $10,391 | $5,064+105.2% | $4,080+154.7% | $5,609+85.3% |
| Admin fee / account holder | $14 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |