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 | $11,308 | $77,419-85.4% | $69,455-83.7% | $152,861-92.6% |
| Participation rate | 73.7% | 78.1%-4.4pp | 74.6%-0.9pp | 82.4%-8.8pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,813 | $3,315-45.3% | $2,779-34.8% | $4,762-61.9% |
| Participant deferral / active EE | $6,552 | $4,414+48.5% | $3,535+85.3% | $5,850+12.0% |
| Admin fee / account holder | $81 | $6,207-98.7% | $3,839-97.9% | $11,596-99.3% |