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 | $10,463 | $95,862-89.1% | $79,550-86.8% | $134,475-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $5,688 | $3,128+81.8% | $2,413+135.7% | $4,740+20.0% |
| Participant deferral / active EE | $10,869 | $4,693+131.6% | $3,985+172.7% | $6,400+69.8% |
| Admin fee / account holder | $7 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |