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 3-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 | $37,421 | $96,305-61.1% | $80,569-53.6% | $139,434-73.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,760 | $3,262-46.1% | $2,723-35.4% | $4,751-63.0% |
| Participant deferral / active EE | $5,889 | $5,232+12.6% | $4,447+32.4% | $6,710-12.2% |
| Admin fee / account holder | $215 | $6,599-96.7% | $5,377-96.0% | $11,403-98.1% |