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 | $99,402 | $102,966-3.5% | $90,281+10.1% | $152,861-35.0% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,185 | $3,139-30.4% | $2,854-23.5% | $4,762-54.1% |
| Participant deferral / active EE | $4,750 | $4,281+10.9% | $3,885+22.2% | $5,850-18.8% |
| Admin fee / account holder | $124 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |