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 5-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 | $12,630 | $114,047-88.9% | $96,139-86.9% | $167,490-92.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,595 | $3,427-53.5% | $2,797-43.0% | $4,837-67.0% |
| Participant deferral / active EE | $8,258 | $5,194+59.0% | $4,349+89.9% | $6,341+30.2% |
| Admin fee / account holder | $111 | $6,897-98.4% | $5,537-98.0% | $12,309-99.1% |