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 | $13,461 | $96,635-86.1% | $86,612-84.5% | $139,434-90.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,847 | $3,263-43.4% | $3,022-38.9% | $4,751-61.1% |
| Participant deferral / active EE | $4,735 | $4,836-2.1% | $4,438+6.7% | $6,710-29.4% |
| Admin fee / account holder | $62 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |