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 6-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 | $61,249 | $98,750-38.0% | $149,696-59.1% | $79,858-23.3% |
| Participation rate | 70.3% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,273 | $3,216-60.4% | $4,644-72.6% | $2,471-48.5% |
| Participant deferral / active EE | $2,895 | $5,680-49.0% | $6,842-57.7% | $3,740-22.6% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |