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 | $19,348 | $63,346-69.5% | $92,233-79.0% | $70,131-72.4% |
| Participation rate | 93.4% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.9pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,865 | $2,471+15.9% | $3,679-22.1% | $2,342+22.3% |
| Participant deferral / active EE | $4,731 | $2,854+65.8% | $3,897+21.4% | $3,332+42.0% |
| Admin fee / account holder | $124 | $3,840-96.8% | $5,194-97.6% | $4,645-97.3% |