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 | $16,219 | $56,357-71.2% | $104,294-84.4% | $68,494-76.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 7.39% | -9.19%+16.6pp | 24.61%-17.2pp | -7.84%+15.2pp |
| Employer contribution / active EE | $10,638 | $1,960+442.7% | $3,372+215.5% | $2,596+309.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |