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 9-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 | $56,813 | $167,307-66.0% | $143,757-60.5% | $134,475-57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,127 | $5,619-62.1% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $5,013 | $6,446-22.2% | $5,637-11.1% | $6,400-21.7% |
| Admin fee / account holder | $295 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |