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 7-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 | $11,603 | $114,381-89.9% | $107,525-89.2% | $142,382-91.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,288 | $4,015-43.0% | $3,754-39.0% | $4,299-46.8% |
| Participant deferral / active EE | $7,300 | $5,564+31.2% | $5,116+42.7% | $6,507+12.2% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |