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 | $19,540 | $105,860-81.5% | $90,749-78.5% | $134,475-85.5% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.7%+11.0pp | 81.2%+5.4pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $7,367 | $3,462+112.8% | $2,921+152.2% | $4,740+55.4% |
| Participant deferral / active EE | $6,271 | $5,216+20.2% | $4,564+37.4% | $6,400-2.0% |
| Admin fee / account holder | $35 | $13,938-99.7% | $8,445-99.6% | $11,426-99.7% |