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 | $23,529 | $105,998-77.8% | $92,233-74.5% | $147,584-84.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,904 | $4,333-56.0% | $3,679-48.2% | $4,876-60.9% |
| Participant deferral / active EE | $2,340 | $4,478-47.8% | $3,897-40.0% | $5,439-57.0% |
| Admin fee / account holder | $294 | $6,332-95.4% | $5,194-94.3% | $10,885-97.3% |