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 | $68,328 | $157,256-56.5% | $141,162-51.6% | $152,861-55.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,327 | $5,261-74.8% | $4,735-72.0% | $4,762-72.1% |
| Participant deferral / active EE | $10,563 | $7,109+48.6% | $6,709+57.4% | $5,850+80.6% |
| Admin fee / account holder | $96 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |