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 | $38,530 | $82,664-53.4% | $125,339-69.3% | $68,494-43.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,738 | $3,381+40.1% | $4,814-1.6% | $2,596+82.5% |
| Participant deferral / active EE | $8,335 | $6,110+36.4% | $7,446+11.9% | $4,027+107.0% |
| Admin fee / account holder | $297 | $6,275-95.3% | $10,010-97.0% | $5,403-94.5% |