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 | $19,523 | $167,307-88.3% | $143,757-86.4% | $134,475-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.55% | 0.46%+0.1pp | -0.04%+0.6pp | 417.96%-417.4pp |
| Employer contribution / active EE | $7,533 | $5,619+34.1% | $4,951+52.1% | $4,740+58.9% |
| Participant deferral / active EE | $6,375 | $6,446-1.1% | $5,637+13.1% | $6,400-0.4% |
| Admin fee / account holder | $4 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |