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 | $19,033 | $59,805-68.2% | $79,550-76.1% | $68,494-72.2% |
| Participation rate | 89.6% | 61.1%+28.5pp | 69.5%+20.1pp | 67.9%+21.7pp |
| Annual return | 5.19% | -12.30%+17.5pp | 0.16%+5.0pp | -7.84%+13.0pp |
| Employer contribution / active EE | $2,608 | $1,505+73.3% | $2,413+8.1% | $2,596+0.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11 | $4,835-99.8% | $6,832-99.8% | $5,403-99.8% |