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 10-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 | $17,312 | $21,859-20.8% | - | $64,186-73.0% |
| Participation rate | 100.0% | 49.4%+50.6pp | - | 69.6%+30.4pp |
| Annual return | -7.24% | -2.64%-4.6pp | - | 7.63%-14.9pp |
| Employer contribution / active EE | $1,092 | $1,556-29.8% | - | $2,381-54.1% |
| Participant deferral / active EE | $0 | $1,289-100.0% | - | $3,470-100.0% |
| Admin fee / account holder | $138 | $1,657-91.7% | - | $4,888-97.2% |