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 9-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 | $19,852 | $63,346-68.7% | $92,233-78.5% | $70,131-71.7% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,625 | $2,471+6.2% | $3,679-28.7% | $2,342+12.0% |
| Participant deferral / active EE | $4,855 | $2,854+70.1% | $3,897+24.6% | $3,332+45.7% |
| Admin fee / account holder | $103 | $3,840-97.3% | $5,194-98.0% | $4,645-97.8% |