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 | $8,168 | $81,625-90.0% | $58,482-86.0% | $139,434-94.1% |
| Participation rate | 95.8% | 61.3%+34.5pp | 50.9%+45.0pp | 80.3%+15.5pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $938 | $1,398-32.9% | $1,053-10.9% | $4,751-80.3% |
| Participant deferral / active EE | $2,238 | $2,557-12.5% | $1,924+16.3% | $6,710-66.6% |
| Admin fee / account holder | $105 | $3,265-96.8% | $2,516-95.8% | $11,403-99.1% |