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 | $8,753 | $96,635-90.9% | $86,612-89.9% | $139,434-93.7% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,700 | $3,263-17.2% | $3,022-10.7% | $4,751-43.2% |
| Participant deferral / active EE | $5,749 | $4,836+18.9% | $4,438+29.5% | $6,710-14.3% |
| Admin fee / account holder | $99 | $6,408-98.5% | $5,614-98.2% | $11,403-99.1% |