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 | $11,592 | $152,509-92.4% | $117,472-90.1% | $134,475-91.4% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,119 | $5,571-26.1% | $4,176-1.4% | $4,740-13.1% |
| Participant deferral / active EE | $7,467 | $4,818+55.0% | $4,070+83.5% | $6,400+16.7% |
| Admin fee / account holder | $36 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |