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 9-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 | $21,669 | $27,641-21.6% | $61,373-64.7% | $68,494-68.4% |
| Participation rate | 96.2% | 39.5%+56.7pp | 52.6%+43.6pp | 67.9%+28.3pp |
| Annual return | 2.18% | -13.24%+15.4pp | 338.61%-336.4pp | -7.84%+10.0pp |
| Employer contribution / active EE | $3,697 | $695+431.6% | $1,159+218.9% | $2,596+42.4% |
| Participant deferral / active EE | $2,883 | $1,263+128.2% | $2,125+35.7% | $4,027-28.4% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |