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 | $59,309 | $92,222-35.7% | $76,768-22.7% | $135,375-56.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,698 | $3,216-16.1% | $2,485+8.6% | $4,779-43.5% |
| Participant deferral / active EE | $4,601 | $4,509+2.0% | $3,852+19.4% | $5,609-18.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |