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 | $23,024 | $105,860-78.3% | $90,749-74.6% | $134,475-82.9% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,495 | $3,462+1.0% | $2,921+19.7% | $4,740-26.3% |
| Participant deferral / active EE | $2,872 | $5,216-44.9% | $4,564-37.1% | $6,400-55.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |