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 5-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 | $11,445 | $73,867-84.5% | $143,757-92.0% | $68,494-83.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -0.01% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,162 | $3,184-63.5% | $4,951-76.5% | $2,596-55.2% |
| Participant deferral / active EE | $1,792 | $3,384-47.0% | $5,637-68.2% | $4,027-55.5% |
| Admin fee / account holder | $114 | $5,755-98.0% | $14,673-99.2% | $5,403-97.9% |