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 | $30,547 | $46,674-34.6% | $117,472-74.0% | $68,494-55.4% |
| Participation rate | 88.9% | 56.8%+32.1pp | 70.6%+18.3pp | 67.9%+21.0pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,705 | $1,505+13.3% | $4,176-59.2% | $2,596-34.3% |
| Participant deferral / active EE | $3,710 | $2,636+40.7% | $4,070-8.9% | $4,027-7.9% |
| Admin fee / account holder | $38 | $4,020-99.1% | $5,645-99.3% | $5,403-99.3% |