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 3-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 | $23,918 | $93,571-74.4% | $135,903-82.4% | $75,163-68.2% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,720 | $3,537+5.2% | $4,856-23.4% | $2,670+39.3% |
| Participant deferral / active EE | $9,542 | $6,404+49.0% | $7,758+23.0% | $4,125+131.3% |
| Admin fee / account holder | $73 | $6,975-99.0% | $10,762-99.3% | $5,651-98.7% |