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 8-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 | $101,251 | $73,867+37.1% | $143,757-29.6% | $68,494+47.8% |
| Participation rate | 93.0% | 66.7%+26.3pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | 6.64% | 1.01%+5.6pp | -0.04%+6.7pp | -7.84%+14.5pp |
| Employer contribution / active EE | $9,201 | $3,184+189.0% | $4,951+85.8% | $2,596+254.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $95 | $5,755-98.4% | $14,673-99.4% | $5,403-98.2% |