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 5-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 | $53,355 | $78,672-32.2% | $109,143-51.1% | $85,850-37.9% |
| Participation rate | 75.8% | 68.3%+7.5pp | 75.9%-0.1pp | 69.3%+6.4pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,120 | $2,735-59.0% | $3,722-69.9% | $2,565-56.3% |
| Participant deferral / active EE | $2,555 | $3,467-26.3% | $4,653-45.1% | $3,952-35.4% |
| Admin fee / account holder | $97 | $5,469-98.2% | $6,752-98.6% | $6,260-98.4% |