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 | $34,295 | $49,227-30.3% | $70,449-51.3% | $79,858-57.1% |
| Participation rate | 91.8% | 69.2%+22.6pp | 75.1%+16.7pp | 69.6%+22.1pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,851 | $2,099+83.5% | $2,737+40.7% | $2,471+55.9% |
| Participant deferral / active EE | $2,612 | $2,768-5.6% | $3,709-29.6% | $3,740-30.2% |
| Admin fee / account holder | $202 | $2,878-93.0% | $3,845-94.8% | $5,306-96.2% |