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 5-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 | $61,735 | $109,817-43.8% | $98,442-37.3% | $167,490-63.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,865 | $3,224-42.2% | $2,960-37.0% | $4,837-61.5% |
| Participant deferral / active EE | $6,601 | $4,673+41.2% | $4,276+54.4% | $6,341+4.1% |
| Admin fee / account holder | $89 | $6,753-98.7% | $5,949-98.5% | $12,309-99.3% |