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 8-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 | $21,713 | $77,813-72.1% | $123,544-82.4% | $64,186-66.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,291 | $3,014+9.2% | $4,628-28.9% | $2,381+38.2% |
| Participant deferral / active EE | $8,209 | $5,240+56.7% | $6,426+27.8% | $3,470+136.6% |
| Admin fee / account holder | $25 | $5,519-99.5% | $9,284-99.7% | $4,888-99.5% |