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 | $69,447 | $114,047-39.1% | $96,139-27.8% | $167,490-58.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,158 | $3,427-66.2% | $2,797-58.6% | $4,837-76.1% |
| Participant deferral / active EE | $1,649 | $5,194-68.2% | $4,349-62.1% | $6,341-74.0% |
| Admin fee / account holder | $1 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |