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 6-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 | $39,877 | $209,411-81.0% | $178,490-77.7% | $158,922-74.9% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,908 | $5,706-66.6% | $5,011-61.9% | $4,761-59.9% |
| Participant deferral / active EE | $3,717 | $5,954-37.6% | $5,202-28.5% | $5,982-37.9% |
| Admin fee / account holder | $299 | $17,074-98.3% | $13,984-97.9% | $11,246-97.3% |