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 9-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 | $17,169 | $73,867-76.8% | $143,757-88.1% | $68,494-74.9% |
| Participation rate | 91.1% | 66.7%+24.4pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | 3.88% | 1.01%+2.9pp | -0.04%+3.9pp | -7.84%+11.7pp |
| Employer contribution / active EE | $1,109 | $3,184-65.2% | $4,951-77.6% | $2,596-57.3% |
| Participant deferral / active EE | $3,563 | $3,384+5.3% | $5,637-36.8% | $4,027-11.5% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |