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 7-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 | $37,714 | $97,044-61.1% | $83,333-54.7% | $135,375-72.1% |
| Participation rate | 73.3% | 80.4%-7.1pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,186 | $4,143-71.4% | $3,379-64.9% | $4,779-75.2% |
| Participant deferral / active EE | $3,454 | $5,964-42.1% | $5,565-37.9% | $5,609-38.4% |
| Admin fee / account holder | $66 | $8,380-99.2% | $7,510-99.1% | $10,827-99.4% |