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 9-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 | $80,177 | $105,859-24.3% | $90,160-11.1% | $147,584-45.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,443 | $4,126-40.8% | $3,318-26.4% | $4,876-49.9% |
| Participant deferral / active EE | $5,801 | $5,733+1.2% | $5,288+9.7% | $5,439+6.7% |
| Admin fee / account holder | $286 | $8,046-96.4% | $5,943-95.2% | $10,885-97.4% |