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 | $25,303 | $167,307-84.9% | $143,757-82.4% | $134,475-81.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,719 | $5,619-69.4% | $4,951-65.3% | $4,740-63.7% |
| Participant deferral / active EE | $4,801 | $6,446-25.5% | $5,637-14.8% | $6,400-25.0% |
| Admin fee / account holder | $57 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |