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 9-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 | $34,105 | $67,411-49.4% | $91,001-62.5% | $70,131-51.4% |
| Participation rate | 97.3% | 71.4%+25.9pp | 75.6%+21.7pp | 69.5%+27.8pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,975 | $1,786+10.6% | $2,456-19.6% | $2,342-15.7% |
| Participant deferral / active EE | $3,631 | $2,823+28.6% | $3,547+2.4% | $3,332+9.0% |
| Admin fee / account holder | $4 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |