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 7-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 | $33,263 | $97,757-66.0% | $83,848-60.3% | $135,375-75.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,917 | $4,222+63.9% | $3,631+90.5% | $4,779+44.7% |
| Participant deferral / active EE | $5,894 | $4,682+25.9% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $62 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |