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 10-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 | $27,678 | $84,695-67.3% | $73,843-62.5% | $125,391-77.9% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,509 | $3,123-19.7% | $2,787-10.0% | $4,866-48.4% |
| Participant deferral / active EE | $4,983 | $3,992+24.8% | $3,583+39.1% | $5,352-6.9% |
| Admin fee / account holder | $4 | $5,691-99.9% | $4,880-99.9% | $9,540-100.0% |