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 | $13,475 | $95,862-85.9% | $79,550-83.1% | $134,475-90.0% |
| Participation rate | 91.3% | 75.0%+16.3pp | 69.5%+21.8pp | 81.2%+10.1pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,741 | $3,128-12.4% | $2,413+13.6% | $4,740-42.2% |
| Participant deferral / active EE | $4,373 | $4,693-6.8% | $3,985+9.7% | $6,400-31.7% |
| Admin fee / account holder | $161 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |