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 7-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 | $15,433 | $50,972-69.7% | $88,538-82.6% | $72,985-78.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $15,433 | $1,475+946.6% | $2,098+635.5% | $2,440+532.5% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,914-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |