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 8-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 | $24,485 | $47,848-48.8% | $81,478-69.9% | $70,131-65.1% |
| Participation rate | 70.4% | 58.3%+12.1pp | 68.0%+2.4pp | 69.5%+0.8pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,113 | $1,527-27.1% | $2,568-56.7% | $2,342-52.5% |
| Participant deferral / active EE | $3,300 | $2,453+34.5% | $3,537-6.7% | $3,332-1.0% |
| Admin fee / account holder | $173 | $3,145-94.5% | $4,561-96.2% | $4,645-96.3% |