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 7-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 | $17,359 | $82,630-79.0% | $64,105-72.9% | $125,391-86.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $818 | $2,671-69.4% | $1,820-55.1% | $4,866-83.2% |
| Participant deferral / active EE | $2,275 | $3,608-37.0% | $2,822-19.4% | $5,352-57.5% |
| Admin fee / account holder | $36 | $6,382-99.4% | $4,499-99.2% | $9,540-99.6% |