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 | $37,021 | $57,354-35.5% | $83,848-55.8% | $64,186-42.3% |
| Participation rate | 90.2% | 68.6%+21.6pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,430 | $2,545-4.5% | $3,631-33.1% | $2,381+2.1% |
| Participant deferral / active EE | $5,983 | $2,993+99.9% | $4,082+46.6% | $3,470+72.4% |
| Admin fee / account holder | $275 | $4,046-93.2% | $5,478-95.0% | $4,888-94.4% |