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 3-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 | $33,120 | $106,515-68.9% | $96,683-65.7% | $139,434-76.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,103 | $4,103-24.4% | $3,737-17.0% | $4,751-34.7% |
| Participant deferral / active EE | $10,292 | $5,454+88.7% | $4,878+111.0% | $6,710+53.4% |
| Admin fee / account holder | $12 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |