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 10-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 | $94,585 | $58,577+61.5% | $83,333+13.5% | $64,186+47.4% |
| Participation rate | 96.4% | 72.0%+24.4pp | 77.8%+18.7pp | 69.6%+26.9pp |
| Annual return | -0.49% | 9.65%-10.1pp | 10.63%-11.1pp | 7.63%-8.1pp |
| Employer contribution / active EE | $2,306 | $2,098+9.9% | $3,379-31.7% | $2,381-3.1% |
| Participant deferral / active EE | $5,175 | $4,654+11.2% | $5,565-7.0% | $3,470+49.1% |
| Admin fee / account holder | $6 | $9,275-99.9% | $7,510-99.9% | $4,888-99.9% |