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 6-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 | $63,677 | $171,164-62.8% | $127,761-50.2% | $152,861-58.3% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.0%+15.7pp | 82.4%+12.3pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,439 | $5,447-55.2% | $4,574-46.7% | $4,762-48.8% |
| Participant deferral / active EE | $7,110 | $7,038+1.0% | $6,021+18.1% | $5,850+21.5% |
| Admin fee / account holder | $151 | $14,530-99.0% | $9,395-98.4% | $11,596-98.7% |