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 | $28,697 | $217,402-86.8% | $185,823-84.6% | $167,490-82.9% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,285 | $5,873-61.1% | $5,167-55.8% | $4,837-52.8% |
| Participant deferral / active EE | $8,440 | $6,356+32.8% | $5,568+51.6% | $6,341+33.1% |
| Admin fee / account holder | $135 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |