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 | $8,470 | $110,502-92.3% | $80,716-89.5% | $167,490-94.9% |
| Participation rate | 92.3% | 64.0%+28.3pp | 54.2%+38.1pp | 82.1%+10.2pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,226 | $1,543-20.5% | $1,160+5.7% | $4,837-74.7% |
| Participant deferral / active EE | $1,432 | $2,871-50.1% | $2,146-33.3% | $6,341-77.4% |
| Admin fee / account holder | $5 | $4,545-99.9% | $3,380-99.9% | $12,309-100.0% |