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 | $22,976 | $49,177-53.3% | $79,464-71.1% | $64,186-64.2% |
| Participation rate | 72.2% | 65.0%+7.2pp | 73.3%-1.1pp | 69.6%+2.7pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $5,738 | $2,076+176.3% | $2,800+104.9% | $2,381+141.0% |
| Participant deferral / active EE | $6,959 | $2,821+146.7% | $3,704+87.9% | $3,470+100.6% |
| Admin fee / account holder | $258 | $3,839-93.3% | $5,113-95.0% | $4,888-94.7% |