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 | $171,977 | $94,529+81.9% | $140,016+22.8% | $64,186+167.9% |
| Participation rate | 74.1% | 84.1%-10.0pp | 87.5%-13.4pp | 69.6%+4.5pp |
| Annual return | -4.08% | 7.77%-11.9pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,644 | $3,812-56.9% | $5,606-70.7% | $2,381-31.0% |
| Participant deferral / active EE | $6,621 | $5,250+26.1% | $6,927-4.4% | $3,470+90.8% |
| Admin fee / account holder | $17 | $6,741-99.7% | $10,705-99.8% | $4,888-99.6% |