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 | $11,972 | $42,383-71.8% | $76,523-84.4% | $64,186-81.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $11,722 | $1,563+649.8% | $2,647+342.8% | $2,381+392.3% |
| Participant deferral / active EE | $2,619 | $2,566+2.1% | $3,835-31.7% | $3,470-24.5% |
| Admin fee / account holder | $10 | $3,198-99.7% | $4,848-99.8% | $4,888-99.8% |