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 | $21,295 | $97,757-78.2% | $83,848-74.6% | $135,375-84.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $826 | $4,222-80.4% | $3,631-77.3% | $4,779-82.7% |
| Participant deferral / active EE | $3,798 | $4,682-18.9% | $4,082-7.0% | $5,609-32.3% |
| Admin fee / account holder | $184 | $6,674-97.2% | $5,478-96.6% | $10,827-98.3% |