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 | $35,865 | $77,813-53.9% | $123,544-71.0% | $64,186-44.1% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,344 | $3,014-22.2% | $4,628-49.4% | $2,381-1.6% |
| Participant deferral / active EE | $3,603 | $5,240-31.2% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $8 | $5,519-99.9% | $9,284-99.9% | $4,888-99.8% |