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 | $81,458 | $109,359-25.5% | $162,163-49.8% | $72,985+11.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,532 | $3,907-60.8% | $5,614-72.7% | $2,440-37.2% |
| Participant deferral / active EE | $3,698 | $5,481-32.5% | $7,298-49.3% | $3,607+2.5% |
| Admin fee / account holder | $296 | $7,972-96.3% | $10,843-97.3% | $5,124-94.2% |