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 | $72,272 | $73,867-2.2% | $143,757-49.7% | $68,494+5.5% |
| Participation rate | 82.7% | 66.7%+16.0pp | 80.3%+2.4pp | 67.9%+14.8pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $20,654 | $3,184+548.6% | $4,951+317.2% | $2,596+695.5% |
| Participant deferral / active EE | $12,619 | $3,384+272.9% | $5,637+123.9% | $4,027+213.4% |
| Admin fee / account holder | $113 | $5,755-98.0% | $14,673-99.2% | $5,403-97.9% |