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 8-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 | $30,830 | $106,890-71.2% | $84,015-63.3% | $152,861-79.8% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,131 | $2,734-22.1% | $1,983+7.4% | $4,762-55.3% |
| Participant deferral / active EE | $6,781 | $4,011+69.0% | $3,239+109.4% | $5,850+15.9% |
| Admin fee / account holder | $2 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |