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 | $60,607 | $157,256-61.5% | $141,162-57.1% | $152,861-60.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,158 | $5,261-59.0% | $4,735-54.4% | $4,762-54.7% |
| Participant deferral / active EE | $7,581 | $7,109+6.6% | $6,709+13.0% | $5,850+29.6% |
| Admin fee / account holder | $29 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |