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 | $12,401 | $95,862-87.1% | $79,550-84.4% | $134,475-90.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,336 | $3,128+6.7% | $2,413+38.3% | $4,740-29.6% |
| Participant deferral / active EE | $9,692 | $4,693+106.5% | $3,985+143.2% | $6,400+51.4% |
| Admin fee / account holder | $10 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |