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 | $44,467 | $99,985-55.5% | $146,665-69.7% | $85,850-48.2% |
| Participation rate | 86.5% | 73.1%+13.4pp | 80.1%+6.4pp | 69.3%+17.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,148 | $2,559-16.0% | $4,136-48.1% | $2,565-16.3% |
| Participant deferral / active EE | $3,976 | $4,006-0.7% | $5,506-27.8% | $3,952+0.6% |
| Admin fee / account holder | $158 | $7,702-97.9% | $10,280-98.5% | $6,260-97.5% |