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 | $16,199 | $92,703-82.5% | $82,719-80.4% | $134,475-88.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $914 | $3,274-72.1% | $3,009-69.6% | $4,740-80.7% |
| Participant deferral / active EE | $1,298 | $4,802-73.0% | $4,395-70.5% | $6,400-79.7% |
| Admin fee / account holder | $62 | $5,983-99.0% | $5,329-98.8% | $11,426-99.5% |