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 6-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 | $17,683 | $91,190-80.6% | $178,490-90.1% | $79,858-77.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,566 | $3,256-21.2% | $5,011-48.8% | $2,471+3.9% |
| Participant deferral / active EE | $3,050 | $3,236-5.7% | $5,202-41.4% | $3,740-18.4% |
| Admin fee / account holder | $272 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |