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 | $18,368 | $107,334-82.9% | $92,893-80.2% | $152,861-88.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,553 | $4,221-63.2% | $3,653-57.5% | $4,762-67.4% |
| Participant deferral / active EE | $4,922 | $4,845+1.6% | $4,236+16.2% | $5,850-15.9% |
| Admin fee / account holder | $176 | $7,079-97.5% | $5,794-97.0% | $11,596-98.5% |