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 | $4,713 | $81,625-94.2% | $58,482-91.9% | $139,434-96.6% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $610 | $1,398-56.4% | $1,053-42.1% | $4,751-87.2% |
| Participant deferral / active EE | $3,057 | $2,557+19.6% | $1,924+58.9% | $6,710-54.4% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |