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 10-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 | $36,115 | $83,337-56.7% | $67,834-46.8% | $273,961-86.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,143 | $3,287-65.2% | $2,403-52.4% | $4,869-76.5% |
| Participant deferral / active EE | $2,969 | $4,088-27.4% | $3,160-6.0% | $5,287-43.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |