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 8-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 | $21,967 | $95,971-77.1% | $74,550-70.5% | $135,375-83.8% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,370 | $2,716-49.6% | $1,961-30.1% | $4,779-71.3% |
| Participant deferral / active EE | $6,637 | $3,843+72.7% | $3,108+113.5% | $5,609+18.3% |
| Admin fee / account holder | $113 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |