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 | $7,015 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $394 | $2,854-86.2% | $2,721-85.5% | $4,299-90.8% |
| Participant deferral / active EE | $5,625 | $4,454+26.3% | $4,175+34.7% | $6,507-13.6% |
| Admin fee / account holder | $53 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |