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 | $19,225 | $56,357-65.9% | $104,294-81.6% | $68,494-71.9% |
| Participation rate | 85.2% | 63.3%+21.9pp | 73.3%+11.9pp | 67.9%+17.3pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,297 | $1,960+17.2% | $3,372-31.9% | $2,596-11.5% |
| Participant deferral / active EE | $4,874 | $3,077+58.4% | $4,625+5.4% | $4,027+21.0% |
| Admin fee / account holder | $42 | $4,903-99.2% | $7,339-99.4% | $5,403-99.2% |