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 | $6,358 | $84,402-92.5% | $61,373-89.6% | $134,475-95.3% |
| Participation rate | 78.9% | 62.2%+16.7pp | 52.6%+26.4pp | 81.2%-2.3pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,990 | $1,544+28.8% | $1,159+71.6% | $4,740-58.0% |
| Participant deferral / active EE | $2,950 | $2,819+4.7% | $2,125+38.8% | $6,400-53.9% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |