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 6-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 | $14,489 | $108,172-86.6% | $77,482-81.3% | $158,922-90.9% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $715 | $1,325-46.0% | $986-27.5% | $4,761-85.0% |
| Participant deferral / active EE | $1,559 | $2,456-36.5% | $1,861-16.2% | $5,982-73.9% |
| Admin fee / account holder | $3 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |