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 | $16,935 | $92,703-81.7% | $82,719-79.5% | $134,475-87.4% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,217 | $3,274-32.3% | $3,009-26.3% | $4,740-53.2% |
| Participant deferral / active EE | $5,490 | $4,802+14.3% | $4,395+24.9% | $6,400-14.2% |
| Admin fee / account holder | $39 | $5,983-99.3% | $5,329-99.3% | $11,426-99.7% |