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 | $40,509 | $60,349-32.9% | $74,183-45.4% | $62,891-35.6% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,502 | $1,680-10.6% | $2,370-36.6% | $2,281-34.1% |
| Participant deferral / active EE | $2,300 | $2,856-19.5% | $3,550-35.2% | $3,203-28.2% |
| Admin fee / account holder | $283 | $4,261-93.4% | $5,586-94.9% | $4,296-93.4% |