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 | $6,093 | $81,625-92.5% | $58,482-89.6% | $139,434-95.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,514 | $1,398+79.8% | $1,053+138.7% | $4,751-47.1% |
| Participant deferral / active EE | $3,143 | $2,557+22.9% | $1,924+63.4% | $6,710-53.2% |
| Admin fee / account holder | $12 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |