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 | $23,586 | $97,881-75.9% | $80,004-70.5% | $125,391-81.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 73.0%+10.3pp | 83.2%+0.1pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,336 | $3,128-57.3% | $2,473-46.0% | $4,866-72.6% |
| Participant deferral / active EE | $1,605 | $3,744-57.1% | $3,204-49.9% | $5,352-70.0% |
| Admin fee / account holder | $86 | $6,278-98.6% | $5,033-98.3% | $9,540-99.1% |