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 | $58,827 | $64,707-9.1% | $112,228-47.6% | $68,494-14.1% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,484 | $2,746-9.5% | $3,635-31.7% | $2,596-4.3% |
| Participant deferral / active EE | $3,931 | $3,565+10.3% | $4,728-16.9% | $4,027-2.4% |
| Admin fee / account holder | $222 | $5,232-95.8% | $6,410-96.5% | $5,403-95.9% |