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 | $42,234 | $124,319-66.0% | $111,297-62.1% | $167,490-74.8% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,113 | $3,435+19.7% | $2,731+50.6% | $4,837-15.0% |
| Participant deferral / active EE | $4,714 | $5,180-9.0% | $4,487+5.1% | $6,341-25.7% |
| Admin fee / account holder | $50 | $10,618-99.5% | $7,964-99.4% | $12,309-99.6% |