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 6-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 | $39,660 | $81,632-51.4% | $70,449-43.7% | $158,922-75.0% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,612 | $3,217-18.8% | $2,737-4.6% | $4,761-45.1% |
| Participant deferral / active EE | $6,334 | $4,554+39.1% | $3,709+70.8% | $5,982+5.9% |
| Admin fee / account holder | $231 | $6,193-96.3% | $3,845-94.0% | $11,246-97.9% |