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 | $28,600 | $59,107-51.6% | $86,436-66.9% | $68,494-58.2% |
| Participation rate | 72.0% | 75.2%-3.2pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $933 | $2,519-63.0% | $3,769-75.3% | $2,596-64.1% |
| Participant deferral / active EE | $3,608 | $5,901-38.9% | $6,952-48.1% | $4,027-10.4% |
| Admin fee / account holder | $180 | $5,637-96.8% | $6,731-97.3% | $5,403-96.7% |