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 | $27,204 | $98,750-72.5% | $149,696-81.8% | $79,858-65.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,187 | $3,216-63.1% | $4,644-74.4% | $2,471-51.9% |
| Participant deferral / active EE | $5,150 | $5,680-9.3% | $6,842-24.7% | $3,740+37.7% |
| Admin fee / account holder | $69 | $6,053-98.9% | $9,309-99.3% | $5,306-98.7% |