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 | $29,983 | $99,652-69.9% | $78,778-61.9% | $147,584-79.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,074 | $2,796-61.6% | $1,986-45.9% | $4,876-78.0% |
| Participant deferral / active EE | $1,800 | $3,664-50.9% | $2,958-39.2% | $5,439-66.9% |
| Admin fee / account holder | $142 | $7,155-98.0% | $5,134-97.2% | $10,885-98.7% |