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 | $32,711 | $91,190-64.1% | $178,490-81.7% | $79,858-59.0% |
| Participation rate | 78.9% | 69.2%+9.7pp | 81.9%-3.0pp | 69.6%+9.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,333 | $3,256-59.1% | $5,011-73.4% | $2,471-46.0% |
| Participant deferral / active EE | $3,534 | $3,236+9.2% | $5,202-32.1% | $3,740-5.5% |
| Admin fee / account holder | $239 | $6,751-96.5% | $13,984-98.3% | $5,306-95.5% |