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 | $16,125 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,925 | $5,243-63.3% | $4,814-60.0% | $4,740-59.4% |
| Participant deferral / active EE | $11,069 | $7,799+41.9% | $7,446+48.6% | $6,400+73.0% |
| Admin fee / account holder | $42 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |