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 6-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 | $77,201 | $102,616-24.8% | $81,983-5.8% | $158,922-51.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $987 | $3,240-69.5% | $2,498-60.5% | $4,761-79.3% |
| Participant deferral / active EE | $2,392 | $4,648-48.5% | $3,722-35.7% | $5,982-60.0% |
| Admin fee / account holder | $6 | $8,235-99.9% | $5,664-99.9% | $11,246-99.9% |