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 4-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 | $13,384 | $93,024-85.6% | $77,024-82.6% | $134,475-90.0% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,887 | $3,418-15.5% | $2,812+2.6% | $4,740-39.1% |
| Participant deferral / active EE | $5,579 | $5,238+6.5% | $4,426+26.0% | $6,400-12.8% |
| Admin fee / account holder | $51 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |