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 | $35,756 | $50,958-29.8% | $74,550-52.0% | $64,186-44.3% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,143 | $1,115+2.5% | $1,961-41.7% | $2,381-52.0% |
| Participant deferral / active EE | $3,682 | $2,301+60.0% | $3,108+18.5% | $3,470+6.1% |
| Admin fee / account holder | $245 | $4,223-94.2% | $5,060-95.2% | $4,888-95.0% |