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 5-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 | $26,662 | $58,879-54.7% | $178,490-85.1% | $73,488-63.7% |
| Participation rate | 90.0% | 66.2%+23.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $11,901 | $2,236+432.2% | $5,011+137.5% | $2,270+424.2% |
| Participant deferral / active EE | $11,658 | $2,567+354.1% | $5,202+124.1% | $3,740+211.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |