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 | $3,445 | $84,402-95.9% | $61,373-94.4% | $134,475-97.4% |
| Participation rate | 82.4% | 62.2%+20.2pp | 52.6%+29.8pp | 81.2%+1.1pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,464 | $1,544-5.2% | $1,159+26.3% | $4,740-69.1% |
| Participant deferral / active EE | $2,605 | $2,819-7.6% | $2,125+22.6% | $6,400-59.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |