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 | $27,861 | $58,577-52.4% | $83,333-66.6% | $64,186-56.6% |
| Participation rate | 85.4% | 72.0%+13.4pp | 77.8%+7.7pp | 69.6%+15.8pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,426 | $2,098-32.0% | $3,379-57.8% | $2,381-40.1% |
| Participant deferral / active EE | $2,177 | $4,654-53.2% | $5,565-60.9% | $3,470-37.3% |
| Admin fee / account holder | $295 | $9,275-96.8% | $7,510-96.1% | $4,888-94.0% |