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 | $87,781 | $77,813+12.8% | $123,544-28.9% | $64,186+36.8% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,845 | $3,014-5.6% | $4,628-38.5% | $2,381+19.5% |
| Participant deferral / active EE | $5,949 | $5,240+13.5% | $6,426-7.4% | $3,470+71.5% |
| Admin fee / account holder | $291 | $5,519-94.7% | $9,284-96.9% | $4,888-94.0% |