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 7-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 | $12,001 | $104,907-88.6% | $84,611-85.8% | $152,861-92.1% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,885 | $3,302-42.9% | $2,652-28.9% | $4,762-60.4% |
| Participant deferral / active EE | $3,395 | $4,688-27.6% | $3,899-12.9% | $5,850-42.0% |
| Admin fee / account holder | $110 | $6,241-98.2% | $4,912-97.8% | $11,596-99.1% |