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 | $64,606 | $92,222-29.9% | $76,768-15.8% | $135,375-52.3% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,701 | $3,216-47.1% | $2,485-31.5% | $4,779-64.4% |
| Participant deferral / active EE | $3,093 | $4,509-31.4% | $3,852-19.7% | $5,609-44.9% |
| Admin fee / account holder | $179 | $10,748-98.3% | $6,675-97.3% | $10,827-98.3% |