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 | $77,149 | $198,466-61.1% | $170,442-54.7% | $147,584-47.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,993 | $6,184-67.8% | $5,433-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $2,184 | $5,629-61.2% | $4,939-55.8% | $5,439-59.8% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |