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 4-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 | $10,721 | $88,594-87.9% | $70,092-84.7% | $134,475-92.0% |
| Participation rate | 93.3% | 74.9%+18.4pp | 70.5%+22.9pp | 81.2%+12.1pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,895 | $4,772-18.4% | $3,849+1.2% | $6,400-39.1% |
| Admin fee / account holder | $14 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |