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 3-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 | $36,289 | $48,335-24.9% | $121,098-70.0% | $71,457-49.2% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | 23.32%-23.3pp | 985.75%-985.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $842 | $1,489-43.5% | $4,164-79.8% | $2,588-67.5% |
| Participant deferral / active EE | $3,736 | $2,754+35.7% | $4,080-8.4% | $4,289-12.9% |
| Admin fee / account holder | $2 | $1,841-99.9% | $5,644-100.0% | $1,587-99.9% |