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 | $34,845 | $84,233-58.6% | $170,442-79.6% | $70,131-50.3% |
| Participation rate | 89.7% | 70.8%+18.9pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,775 | $3,387-47.6% | $5,433-67.3% | $2,342-24.2% |
| Participant deferral / active EE | $1,572 | $3,086-49.1% | $4,939-68.2% | $3,332-52.8% |
| Admin fee / account holder | $276 | $5,698-95.2% | $13,880-98.0% | $4,645-94.1% |