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 | $10,071 | $109,817-90.8% | $98,442-89.8% | $167,490-94.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,714 | $3,224-46.8% | $2,960-42.1% | $4,837-64.6% |
| Participant deferral / active EE | $3,465 | $4,673-25.9% | $4,276-19.0% | $6,341-45.4% |
| Admin fee / account holder | $183 | $6,753-97.3% | $5,949-96.9% | $12,309-98.5% |