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 | $105,278 | $66,402+58.5% | $109,895-4.2% | $85,850+22.6% |
| Participation rate | 94.5% | 63.9%+30.7pp | 74.2%+20.3pp | 69.3%+25.2pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,910 | $1,687+13.2% | $2,842-32.8% | $2,565-25.5% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $172 | $4,557-96.2% | $6,066-97.2% | $6,260-97.3% |