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 7-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 | $32,375 | $83,477-61.2% | $125,175-74.1% | $72,985-55.6% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,144 | $2,345-8.6% | $3,865-44.5% | $2,440-12.1% |
| Participant deferral / active EE | $2,883 | $3,585-19.6% | $4,937-41.6% | $3,607-20.1% |
| Admin fee / account holder | $14 | $5,517-99.7% | $9,702-99.9% | $5,124-99.7% |