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 | $22,709 | $190,805-88.1% | $159,960-85.8% | $134,475-83.1% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,198 | $4,995-16.0% | $4,226-0.7% | $4,740-11.4% |
| Participant deferral / active EE | $20,389 | $6,923+194.5% | $6,182+229.8% | $6,400+218.6% |
| Admin fee / account holder | $31 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |