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 8-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 | $31,800 | $107,791-70.5% | $90,645-64.9% | $135,375-76.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,185 | $3,018-27.6% | $2,532-13.7% | $4,779-54.3% |
| Participant deferral / active EE | $2,367 | $3,872-38.9% | $3,425-30.9% | $5,609-57.8% |
| Admin fee / account holder | $148 | $5,930-97.5% | $4,994-97.0% | $10,827-98.6% |