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 | $7,983 | $45,863-82.6% | $77,024-89.6% | $68,494-88.3% |
| Participation rate | 92.6% | 55.9%+36.7pp | 67.9%+24.7pp | 67.9%+24.7pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,541 | $1,650+54.0% | $2,812-9.6% | $2,596-2.1% |
| Participant deferral / active EE | $5,179 | $2,962+74.8% | $4,426+17.0% | $4,027+28.6% |
| Admin fee / account holder | $39 | $3,041-98.7% | $5,425-99.3% | $5,403-99.3% |