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 | $22,930 | $107,934-78.8% | $91,989-75.1% | $152,861-85.0% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,018 | $4,210-75.8% | $3,452-70.5% | $4,762-78.6% |
| Participant deferral / active EE | $2,083 | $6,364-67.3% | $5,923-64.8% | $5,850-64.4% |
| Admin fee / account holder | $72 | $10,520-99.3% | $7,743-99.1% | $11,596-99.4% |