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 | $9,498 | $84,402-88.7% | $61,373-84.5% | $134,475-92.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,649 | $1,544+71.5% | $1,159+128.4% | $4,740-44.1% |
| Participant deferral / active EE | $7,294 | $2,819+158.7% | $2,125+243.3% | $6,400+14.0% |
| Admin fee / account holder | $12 | $2,585-99.6% | $2,130-99.5% | $11,426-99.9% |