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 | $8,798 | $106,543-91.7% | $91,220-90.4% | $134,475-93.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,372 | $3,331-58.8% | $2,850-51.9% | $4,740-71.1% |
| Participant deferral / active EE | $7,472 | $4,719+58.3% | $4,234+76.5% | $6,400+16.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |