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 | $14,470 | $27,915-48.2% | $58,482-75.3% | $75,163-80.7% |
| Participation rate | 96.9% | 38.8%+58.1pp | 50.9%+46.1pp | 67.2%+29.7pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $451 | $669-32.6% | $1,053-57.2% | $2,670-83.1% |
| Participant deferral / active EE | $780 | $1,201-35.1% | $1,924-59.5% | $4,125-81.1% |
| Admin fee / account holder | $17 | $1,726-99.0% | $2,516-99.3% | $5,651-99.7% |