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 4-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 | $34,326 | $138,044-75.1% | $125,339-72.6% | $134,475-74.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,028 | $5,243-42.3% | $4,814-37.1% | $4,740-36.1% |
| Participant deferral / active EE | $13,776 | $7,799+76.6% | $7,446+85.0% | $6,400+115.3% |
| Admin fee / account holder | $53 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |