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 | $29,830 | $150,440-80.2% | $136,294-78.1% | $147,584-79.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,797 | $5,256-46.8% | $4,695-40.4% | $4,876-42.6% |
| Participant deferral / active EE | $11,356 | $6,630+71.3% | $6,247+81.8% | $5,439+108.8% |
| Admin fee / account holder | $73 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |