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 | $14,694 | $73,867-80.1% | $143,757-89.8% | $68,494-78.5% |
| Participation rate | 78.1% | 66.7%+11.5pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,503 | $3,184-52.8% | $4,951-69.6% | $2,596-42.1% |
| Participant deferral / active EE | $4,529 | $3,384+33.8% | $5,637-19.7% | $4,027+12.5% |
| Admin fee / account holder | $142 | $5,755-97.5% | $14,673-99.0% | $5,403-97.4% |