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 | $76,439 | $73,004+4.7% | $90,749-15.8% | $68,494+11.6% |
| Participation rate | 87.1% | 70.8%+16.3pp | 75.7%+11.4pp | 67.9%+19.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $977 | $2,193-55.4% | $2,921-66.5% | $2,596-62.4% |
| Participant deferral / active EE | $3,182 | $3,627-12.3% | $4,564-30.3% | $4,027-21.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |