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 | $6,281 | $96,305-93.5% | $80,569-92.2% | $139,434-95.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,327 | $3,262-59.3% | $2,723-51.3% | $4,751-72.1% |
| Participant deferral / active EE | $1,891 | $5,232-63.9% | $4,447-57.5% | $6,710-71.8% |
| Admin fee / account holder | $7 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |