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 4-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 | $27,334 | $124,281-78.0% | $109,143-75.0% | $167,490-83.7% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $891 | $4,207-78.8% | $3,722-76.1% | $4,837-81.6% |
| Participant deferral / active EE | $2,652 | $5,255-49.5% | $4,653-43.0% | $6,341-58.2% |
| Admin fee / account holder | $34 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |