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 | $13,352 | $81,625-83.6% | $58,482-77.2% | $139,434-90.4% |
| 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 | $1,760 | $1,398+25.9% | $1,053+67.1% | $4,751-63.0% |
| Participant deferral / active EE | $1,005 | $2,557-60.7% | $1,924-47.7% | $6,710-85.0% |
| Admin fee / account holder | $56 | $3,265-98.3% | $2,516-97.8% | $11,403-99.5% |