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 10-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 | $19,537 | $167,307-88.3% | $143,757-86.4% | $134,475-85.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,444 | $5,619-74.3% | $4,951-70.8% | $4,740-69.5% |
| Participant deferral / active EE | $2,517 | $6,446-60.9% | $5,637-55.3% | $6,400-60.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |