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 | $54,194 | $71,883-24.6% | $86,677-37.5% | $68,494-20.9% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $21,875 | $2,173+906.8% | $2,836+671.2% | $2,596+742.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |