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 | $36,982 | $131,829-71.9% | $108,579-65.9% | $273,961-86.5% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,740 | $4,912-64.6% | $3,758-53.7% | $4,869-64.3% |
| Participant deferral / active EE | $4,038 | $5,127-21.2% | $4,311-6.3% | $5,287-23.6% |
| Admin fee / account holder | $204 | $10,252-98.0% | $7,645-97.3% | $10,132-98.0% |