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 | $30,825 | $99,341-69.0% | $84,750-63.6% | $273,961-88.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,220 | $4,214-71.0% | $3,574-65.9% | $4,869-74.9% |
| Participant deferral / active EE | $5,638 | $4,269+32.1% | $3,712+51.9% | $5,287+6.6% |
| Admin fee / account holder | $12 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |