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 | $1,414 | $81,625-98.3% | $58,482-97.6% | $139,434-99.0% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $973 | $1,398-30.4% | $1,053-7.6% | $4,751-79.5% |
| Participant deferral / active EE | $1,522 | $2,557-40.5% | $1,924-20.9% | $6,710-77.3% |
| Admin fee / account holder | $102 | $3,265-96.9% | $2,516-96.0% | $11,403-99.1% |