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 | $8,322 | $76,738-89.2% | $56,411-85.2% | $145,922-94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,354 | $1,380-1.9% | $1,039+30.3% | $4,660-70.9% |
| Participant deferral / active EE | $6,717 | $2,623+156.1% | $1,952+244.1% | $6,688+0.4% |
| Admin fee / account holder | $29 | $3,334-99.1% | $2,829-99.0% | $13,397-99.8% |