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 | $17,982 | $54,762-67.2% | $90,281-80.1% | $72,985-75.4% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $730 | $2,092-65.1% | $2,854-74.4% | $2,440-70.1% |
| Participant deferral / active EE | $2,017 | $2,887-30.1% | $3,885-48.1% | $3,607-44.1% |
| Admin fee / account holder | $170 | $3,972-95.7% | $5,351-96.8% | $5,124-96.7% |