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 | $7,553 | $67,331-88.8% | $60,874-87.6% | $134,475-94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,798 | $3,096+55.0% | $2,701+77.6% | $4,740+1.2% |
| Participant deferral / active EE | $4,798 | $4,538+5.7% | $3,817+25.7% | $6,400-25.0% |
| Admin fee / account holder | $50 | $4,582-98.9% | $3,224-98.4% | $11,426-99.6% |