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 | $7,280 | $74,888-90.3% | $71,209-89.8% | $142,382-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,736 | $2,854-39.2% | $2,721-36.2% | $4,299-59.6% |
| Participant deferral / active EE | $7,123 | $4,454+59.9% | $4,175+70.6% | $6,507+9.5% |
| Admin fee / account holder | $69 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |