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 3-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 | $23,991 | $142,344-83.1% | $119,609-79.9% | $134,475-82.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,738 | $5,222-9.3% | $4,232+12.0% | $4,7400% |
| Participant deferral / active EE | $19,895 | $6,469+207.5% | $5,602+255.1% | $6,400+210.9% |
| Admin fee / account holder | $50 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |