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 8-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 | $31,606 | $98,240-67.8% | $82,313-61.6% | $147,584-78.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,210 | $3,192+0.6% | $2,428+32.2% | $4,876-34.2% |
| Participant deferral / active EE | $27,541 | $4,383+528.3% | $3,706+643.1% | $5,439+406.4% |
| Admin fee / account holder | $224 | $8,563-97.4% | $5,608-96.0% | $10,885-97.9% |