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 | $22,817 | $63,346-64.0% | $92,233-75.3% | $70,131-67.5% |
| Participation rate | 83.9% | 68.7%+15.3pp | 76.5%+7.4pp | 69.5%+14.4pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,199 | $2,471-11.0% | $3,679-40.2% | $2,342-6.1% |
| Participant deferral / active EE | $3,056 | $2,854+7.1% | $3,897-21.6% | $3,332-8.3% |
| Admin fee / account holder | $94 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |