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 | $7,967 | $92,703-91.4% | $82,719-90.4% | $134,475-94.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,633 | $3,274-50.1% | $3,009-45.7% | $4,740-65.5% |
| Participant deferral / active EE | $5,094 | $4,802+6.1% | $4,395+15.9% | $6,400-20.4% |
| Admin fee / account holder | $46 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |