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 6-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 | $24,650 | $111,301-77.9% | $112,977-78.2% | $158,922-84.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $5,540 | $4,471+23.9% | $4,255+30.2% | $4,761+16.4% |
| Participant deferral / active EE | $6,992 | $5,880+18.9% | $5,836+19.8% | $5,982+16.9% |
| Admin fee / account holder | $234 | $8,392-97.2% | $6,294-96.3% | $11,246-97.9% |