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 7-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 | $14,315 | $104,907-86.4% | $84,611-83.1% | $152,861-90.6% |
| Participation rate | 76.9% | 74.8%+2.1pp | 68.2%+8.7pp | 82.4%-5.5pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,393 | $3,302-57.8% | $2,652-47.5% | $4,762-70.8% |
| Participant deferral / active EE | $4,485 | $4,688-4.3% | $3,899+15.0% | $5,850-23.3% |
| Admin fee / account holder | $76 | $6,241-98.8% | $4,912-98.5% | $11,596-99.3% |