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 8-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 | $39,921 | $49,177-18.8% | $79,464-49.8% | $64,186-37.8% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,504 | $2,076-27.6% | $2,800-46.3% | $2,381-36.8% |
| Participant deferral / active EE | $4,087 | $2,821+44.9% | $3,704+10.3% | $3,470+17.8% |
| Admin fee / account holder | $4 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |