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 | $46,052 | $84,487-45.5% | $125,339-63.3% | $66,914-31.2% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.6pp | 69.8%+24.2pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,970 | $3,553-16.4% | $4,814-38.3% | $2,544+16.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $216 | $685-68.4% | $10,010-97.8% | $593-63.6% |