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 | $11,354 | $92,703-87.8% | $82,719-86.3% | $134,475-91.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,848 | $3,274-13.0% | $3,009-5.3% | $4,740-39.9% |
| Participant deferral / active EE | $9,028 | $4,802+88.0% | $4,395+105.4% | $6,400+41.1% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |