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 | $3,532 | $84,402-95.8% | $61,373-94.2% | $134,475-97.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $508 | $1,544-67.1% | $1,159-56.2% | $4,740-89.3% |
| Participant deferral / active EE | $2,910 | $2,819+3.2% | $2,125+37.0% | $6,400-54.5% |
| Admin fee / account holder | $14 | $2,585-99.5% | $2,130-99.3% | $11,426-99.9% |