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 | $46,727 | $107,334-56.5% | $92,893-49.7% | $152,861-69.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,198 | $4,221-24.2% | $3,653-12.4% | $4,762-32.8% |
| Participant deferral / active EE | $4,149 | $4,845-14.4% | $4,236-2.1% | $5,850-29.1% |
| Admin fee / account holder | $275 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |