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 | $71,525 | $167,307-57.2% | $143,757-50.2% | $134,475-46.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,383 | $5,619-57.6% | $4,951-51.9% | $4,740-49.7% |
| Participant deferral / active EE | $5,735 | $6,446-11.0% | $5,637+1.7% | $6,400-10.4% |
| Admin fee / account holder | $157 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |