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 | $19,828 | $67,331-70.6% | $60,874-67.4% | $134,475-85.3% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,650 | $3,096-46.7% | $2,701-38.9% | $4,740-65.2% |
| Participant deferral / active EE | $3,596 | $4,538-20.8% | $3,817-5.8% | $6,400-43.8% |
| Admin fee / account holder | $76 | $4,582-98.3% | $3,224-97.6% | $11,426-99.3% |