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 | $18,016 | $37,426-51.9% | $77,482-76.7% | $79,858-77.4% |
| Participation rate | 93.1% | 41.5%+51.6pp | 54.2%+38.9pp | 69.6%+23.5pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,619 | $637+468.5% | $986+266.9% | $2,471+46.5% |
| Participant deferral / active EE | $2,616 | $1,260+107.6% | $1,861+40.5% | $3,740-30.1% |
| Admin fee / account holder | $9 | $2,504-99.7% | $2,858-99.7% | $5,306-99.8% |