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 | $45,970 | $127,777-64.0% | $106,548-56.9% | $167,490-72.6% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,235 | $3,427+52.8% | $2,819+85.7% | $4,837+8.2% |
| Participant deferral / active EE | $6,645 | $5,087+30.6% | $4,398+51.1% | $6,341+4.8% |
| Admin fee / account holder | $292 | $11,228-97.4% | $7,407-96.1% | $12,309-97.6% |