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 | $8,360 | $82,286-89.8% | $68,791-87.8% | $134,475-93.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 5.20% | -2.19%+7.4pp | -6.38%+11.6pp | 417.96%-412.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,100 | $4,739-13.5% | $3,941+4.0% | $6,400-35.9% |
| Admin fee / account holder | $166 | $6,481-97.4% | $4,932-96.6% | $11,426-98.5% |