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 | $76,201 | $227,553-66.5% | $189,557-59.8% | $167,490-54.5% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,822 | $5,316-46.9% | $4,412-36.0% | $4,837-41.7% |
| Participant deferral / active EE | $8,391 | $7,002+19.8% | $6,174+35.9% | $6,341+32.3% |
| Admin fee / account holder | $87 | $11,878-99.3% | $9,807-99.1% | $12,309-99.3% |