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 8-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 | $24,548 | $89,355-72.5% | $141,162-82.6% | $72,985-66.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,111 | $3,114-32.2% | $4,735-55.4% | $2,440-13.5% |
| Participant deferral / active EE | $4,068 | $5,418-24.9% | $6,709-39.4% | $3,607+12.8% |
| Admin fee / account holder | $91 | $5,958-98.5% | $10,261-99.1% | $5,124-98.2% |