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 | $39,677 | $49,177-19.3% | $79,464-50.1% | $64,186-38.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,461 | $2,076+18.5% | $2,800-12.1% | $2,381+3.3% |
| Participant deferral / active EE | $7,625 | $2,821+170.3% | $3,704+105.9% | $3,470+119.8% |
| Admin fee / account holder | $2 | $3,839-99.9% | $5,113-100.0% | $4,888-100.0% |