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 3-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 | $80,228 | $148,534-46.0% | $135,903-41.0% | $139,434-42.5% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,280 | $5,243-75.6% | $4,856-73.6% | $4,751-73.1% |
| Participant deferral / active EE | $4,837 | $8,100-40.3% | $7,758-37.7% | $6,710-27.9% |
| Admin fee / account holder | $251 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |