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 | $23,623 | $82,664-71.4% | $125,339-81.2% | $68,494-65.5% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,407 | $3,381+59.9% | $4,814+12.3% | $2,596+108.3% |
| Participant deferral / active EE | $10,327 | $6,110+69.0% | $7,446+38.7% | $4,027+156.4% |
| Admin fee / account holder | $77 | $6,275-98.8% | $10,010-99.2% | $5,403-98.6% |