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 | $8,854 | $85,022-89.6% | $70,515-87.4% | $139,434-93.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,710 | $3,909-30.7% | $2,973-8.9% | $4,751-43.0% |
| Participant deferral / active EE | $5,173 | $5,890-12.2% | $4,567+13.3% | $6,710-22.9% |
| Admin fee / account holder | $17 | $8,906-99.8% | $6,412-99.7% | $11,403-99.9% |