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 | $14,536 | $92,703-84.3% | $82,719-82.4% | $134,475-89.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,785 | $3,274+15.6% | $3,009+25.8% | $4,740-20.1% |
| Participant deferral / active EE | $2,818 | $4,802-41.3% | $4,395-35.9% | $6,400-56.0% |
| Admin fee / account holder | $158 | $5,983-97.4% | $5,329-97.0% | $11,426-98.6% |