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 | $57,306 | $124,319-53.9% | $111,297-48.5% | $167,490-65.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,946 | $3,435-14.3% | $2,731+7.9% | $4,837-39.1% |
| Participant deferral / active EE | $10,417 | $5,180+101.1% | $4,487+132.1% | $6,341+64.3% |
| Admin fee / account holder | $144 | $10,618-98.6% | $7,964-98.2% | $12,309-98.8% |