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 | $95,117 | $77,813+22.2% | $123,544-23.0% | $64,186+48.2% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,834 | $3,014-6.0% | $4,628-38.8% | $2,381+19.0% |
| Participant deferral / active EE | $7,772 | $5,240+48.3% | $6,426+20.9% | $3,470+124.0% |
| Admin fee / account holder | $37 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |