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 | $49,924 | $99,341-49.7% | $84,750-41.1% | $273,961-81.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,824 | $4,214-56.7% | $3,574-49.0% | $4,869-62.5% |
| Participant deferral / active EE | $2,924 | $4,269-31.5% | $3,712-21.2% | $5,287-44.7% |
| Admin fee / account holder | $51 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |