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 | $20,327 | $124,281-83.6% | $109,143-81.4% | $167,490-87.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,271 | $4,207-69.8% | $3,722-65.9% | $4,837-73.7% |
| Participant deferral / active EE | $13,906 | $5,255+164.6% | $4,653+198.9% | $6,341+119.3% |
| Admin fee / account holder | $9 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |