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 | $9,711 | $88,594-89.0% | $70,092-86.1% | $134,475-92.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,014 | $3,233-37.7% | $2,559-21.3% | $4,740-57.5% |
| Participant deferral / active EE | $10,141 | $4,772+112.5% | $3,849+163.5% | $6,400+58.5% |
| Admin fee / account holder | $18 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |