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 5-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 | $36,320 | $165,335-78.0% | $149,696-75.7% | $158,922-77.1% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,771 | $5,103-65.3% | $4,644-61.9% | $4,761-62.8% |
| Participant deferral / active EE | $3,587 | $7,181-50.0% | $6,842-47.6% | $5,982-40.0% |
| Admin fee / account holder | $190 | $10,807-98.2% | $9,309-98.0% | $11,246-98.3% |