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 | $19,467 | $56,277-65.4% | $80,975-76.0% | $62,891-69.0% |
| Participation rate | 76.0% | 69.0%+7.0pp | 75.8%+0.2pp | 69.3%+6.7pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,427 | $1,943+127.9% | $3,714+19.2% | $2,281+94.1% |
| Participant deferral / active EE | $9,735 | $4,195+132.1% | $5,696+70.9% | $3,203+203.9% |
| Admin fee / account holder | $9 | $3,741-99.8% | $5,516-99.8% | $4,296-99.8% |