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 | $45,549 | $176,056-74.1% | $159,436-71.4% | $167,490-72.8% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,626 | $5,297+25.1% | $4,829+37.2% | $4,837+37.0% |
| Participant deferral / active EE | $3,181 | $7,750-59.0% | $7,352-56.7% | $6,341-49.8% |
| Admin fee / account holder | $178 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |