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 3-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 | $37,445 | $93,571-60.0% | $135,903-72.4% | $75,163-50.2% |
| Participation rate | 91.8% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,814 | $3,537+7.9% | $4,856-21.5% | $2,670+42.9% |
| Participant deferral / active EE | $12,413 | $6,404+93.8% | $7,758+60.0% | $4,125+200.9% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |