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 | $11,235 | $84,402-86.7% | $61,373-81.7% | $134,475-91.6% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,746 | $1,544+13.0% | $1,159+50.6% | $4,740-63.2% |
| Participant deferral / active EE | $5,640 | $2,819+100.1% | $2,125+165.4% | $6,400-11.9% |
| Admin fee / account holder | $13 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |