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 3-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 | $10,461 | $95,561-89.1% | $77,163-86.4% | $139,434-92.5% |
| Participation rate | 94.1% | 73.9%+20.2pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,501 | $4,624-67.5% | $3,833-60.8% | $6,710-77.6% |
| Admin fee / account holder | $31 | $8,295-99.6% | $5,472-99.4% | $11,403-99.7% |