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 | $32,159 | $63,299-49.2% | $91,001-64.7% | $62,292-48.4% |
| Participation rate | 87.5% | 73.3%+14.2pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 0.00% | 20.99%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,156 | $1,807+19.3% | $2,456-12.2% | $2,042+5.6% |
| Participant deferral / active EE | $5,115 | $2,943+73.8% | $3,547+44.2% | $3,169+61.4% |
| Admin fee / account holder | $280 | $468-40.1% | $5,417-94.8% | $479-41.6% |