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 5-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 | $6,476 | $39,019-83.4% | $80,716-92.0% | $85,850-92.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $264 | $722-63.5% | $1,160-77.3% | $2,565-89.7% |
| Participant deferral / active EE | $972 | $1,326-26.7% | $2,146-54.7% | $3,952-75.4% |
| Admin fee / account holder | $172 | $2,431-92.9% | $3,380-94.9% | $6,260-97.3% |