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 | $33,321 | $82,664-59.7% | $125,339-73.4% | $68,494-51.4% |
| Participation rate | 91.8% | 75.0%+16.8pp | 82.4%+9.4pp | 67.9%+23.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,818 | $3,381-16.6% | $4,814-41.5% | $2,596+8.5% |
| Participant deferral / active EE | $6,512 | $6,110+6.6% | $7,446-12.6% | $4,027+61.7% |
| Admin fee / account holder | $196 | $6,275-96.9% | $10,010-98.0% | $5,403-96.4% |