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 | $19,983 | $81,632-75.5% | $70,449-71.6% | $158,922-87.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,081 | $3,217+26.8% | $2,737+49.1% | $4,761-14.3% |
| Participant deferral / active EE | $13,700 | $4,554+200.9% | $3,709+269.4% | $5,982+129.0% |
| Admin fee / account holder | $64 | $6,193-99.0% | $3,845-98.3% | $11,246-99.4% |