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 | $29,317 | $112,881-74.0% | $90,951-67.8% | $158,922-81.6% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.3pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,029 | $2,893-64.4% | $2,122-51.5% | $4,761-78.4% |
| Participant deferral / active EE | $4,490 | $4,128+8.8% | $3,373+33.1% | $5,982-24.9% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |