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 | $57,211 | $105,181-45.6% | $159,436-64.1% | $85,850-33.4% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.8%-2.2pp | 69.3%+11.3pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,346 | $3,318-29.3% | $4,829-51.4% | $2,565-8.6% |
| Participant deferral / active EE | $5,879 | $5,945-1.1% | $7,352-20.0% | $3,952+48.8% |
| Admin fee / account holder | $30 | $6,933-99.6% | $10,799-99.7% | $6,260-99.5% |