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 3-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 | $43,907 | $82,664-46.9% | $125,339-65.0% | $68,494-35.9% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,762 | $3,381-47.9% | $4,814-63.4% | $2,596-32.1% |
| Participant deferral / active EE | $3,556 | $6,110-41.8% | $7,446-52.2% | $4,027-11.7% |
| Admin fee / account holder | $2 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |