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 | $25,544 | $58,523-56.4% | $99,443-74.3% | $72,985-65.0% |
| Participation rate | 82.1% | 64.6%+17.5pp | 73.8%+8.3pp | 69.5%+12.7pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,428 | $1,512-5.6% | $2,540-43.8% | $2,440-41.5% |
| Participant deferral / active EE | $2,459 | $2,606-5.7% | $3,619-32.1% | $3,607-31.8% |
| Admin fee / account holder | $93 | $4,102-97.7% | $6,250-98.5% | $5,124-98.2% |