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 3-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 | $5,260 | $81,625-93.6% | $58,482-91.0% | $139,434-96.2% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,119 | $1,398-19.9% | $1,053+6.3% | $4,751-76.4% |
| Participant deferral / active EE | $2,845 | $2,557+11.3% | $1,924+47.9% | $6,710-57.6% |
| Admin fee / account holder | $112 | $3,265-96.6% | $2,516-95.6% | $11,403-99.0% |