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 6-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 | $50,140 | $65,376-23.3% | $87,100-42.4% | $65,185-23.1% |
| Participation rate | 85.2% | 75.3%+9.9pp | 76.9%+8.3pp | 70.2%+15.0pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,473 | $1,822-19.2% | $2,521-41.6% | $2,177-32.3% |
| Participant deferral / active EE | $4,931 | $3,388+45.5% | $4,049+21.8% | $3,514+40.3% |
| Admin fee / account holder | $245 | $520-52.8% | $7,497-96.7% | $847-71.0% |