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 | $2,644 | $81,625-96.8% | $58,482-95.5% | $139,434-98.1% |
| Participation rate | 86.7% | 61.3%+25.3pp | 50.9%+35.8pp | 80.3%+6.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $285 | $1,398-79.6% | $1,053-73.0% | $4,751-94.0% |
| Participant deferral / active EE | $1,970 | $2,557-23.0% | $1,924+2.4% | $6,710-70.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |