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 | $22,261 | $45,863-51.5% | $77,024-71.1% | $68,494-67.5% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $568 | $1,650-65.6% | $2,812-79.8% | $2,596-78.1% |
| Participant deferral / active EE | $1,415 | $2,962-52.2% | $4,426-68.0% | $4,027-64.9% |
| Admin fee / account holder | $56 | $3,041-98.2% | $5,425-99.0% | $5,403-99.0% |