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 | $12,368 | $37,426-67.0% | $77,482-84.0% | $79,858-84.5% |
| Participation rate | 73.8% | 41.5%+32.3pp | 54.2%+19.7pp | 69.6%+4.2pp |
| Annual return | 26.60% | 39.70%-13.1pp | 54.79%-28.2pp | 31.71%-5.1pp |
| Employer contribution / active EE | $969 | $637+52.1% | $986-1.8% | $2,471-60.8% |
| Participant deferral / active EE | $2,721 | $1,260+115.9% | $1,861+46.2% | $3,740-27.3% |
| Admin fee / account holder | $169 | $2,504-93.3% | $2,858-94.1% | $5,306-96.8% |