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 | $16,704 | $97,757-82.9% | $83,848-80.1% | $135,375-87.7% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,409 | $4,222-42.9% | $3,631-33.7% | $4,779-49.6% |
| Participant deferral / active EE | $6,208 | $4,682+32.6% | $4,082+52.1% | $5,609+10.7% |
| Admin fee / account holder | $231 | $6,674-96.5% | $5,478-95.8% | $10,827-97.9% |