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 | $20,584 | $227,553-91.0% | $189,557-89.1% | $167,490-87.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,856 | $5,316-65.1% | $4,412-57.9% | $4,837-61.6% |
| Participant deferral / active EE | $10,923 | $7,002+56.0% | $6,174+76.9% | $6,341+72.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |