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 4-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 | $173,236 | $45,863+277.7% | $77,024+124.9% | $68,494+152.9% |
| Participation rate | 79.0% | 55.9%+23.1pp | 67.9%+11.1pp | 67.9%+11.1pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,741 | $1,650+66.2% | $2,812-2.5% | $2,596+5.6% |
| Participant deferral / active EE | $8,708 | $2,962+194.0% | $4,426+96.7% | $4,027+116.2% |
| Admin fee / account holder | $223 | $3,041-92.7% | $5,425-95.9% | $5,403-95.9% |