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 | $24,139 | $112,096-78.5% | $95,952-74.8% | $158,922-84.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,791 | $3,198-12.7% | $2,541+9.8% | $4,761-41.4% |
| Participant deferral / active EE | $6,478 | $4,784+35.4% | $4,167+55.5% | $5,982+8.3% |
| Admin fee / account holder | $18 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |