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 | $29,891 | $67,606-55.8% | $82,313-63.7% | $70,131-57.4% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $386 | $1,755-78.0% | $2,428-84.1% | $2,342-83.5% |
| Participant deferral / active EE | $2,027 | $2,987-32.1% | $3,706-45.3% | $3,332-39.2% |
| Admin fee / account holder | $93 | $4,512-97.9% | $5,608-98.3% | $4,645-98.0% |