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 6-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 | $27,270 | $49,177-44.5% | $79,464-65.7% | $64,186-57.5% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.3pp | 69.6%+25.1pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $233 | $2,076-88.8% | $2,800-91.7% | $2,381-90.2% |
| Participant deferral / active EE | $1,419 | $2,821-49.7% | $3,704-61.7% | $3,470-59.1% |
| Admin fee / account holder | $263 | $3,839-93.1% | $5,113-94.9% | $4,888-94.6% |