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 9-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 | $22,348 | $63,346-64.7% | $92,233-75.8% | $70,131-68.1% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,326 | $2,471-5.9% | $3,679-36.8% | $2,342-0.7% |
| Participant deferral / active EE | $4,886 | $2,854+71.2% | $3,897+25.4% | $3,332+46.6% |
| Admin fee / account holder | $68 | $3,840-98.2% | $5,194-98.7% | $4,645-98.5% |