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 | $50,923 | $82,286-38.1% | $68,791-26.0% | $134,475-62.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $28,570 | $3,301+765.6% | $2,655+976.0% | $4,740+502.8% |
| Participant deferral / active EE | $22,740 | $4,739+379.9% | $3,941+477.0% | $6,400+255.3% |
| Admin fee / account holder | $5 | $6,481-99.9% | $4,932-99.9% | $11,426-100.0% |