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 | $19,307 | $92,703-79.2% | $82,719-76.7% | $134,475-85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,057 | $3,274-37.2% | $3,009-31.6% | $4,740-56.6% |
| Participant deferral / active EE | $3,511 | $4,802-26.9% | $4,395-20.1% | $6,400-45.1% |
| Admin fee / account holder | $51 | $5,983-99.1% | $5,329-99.0% | $11,426-99.6% |