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 | $35,521 | $48,046-26.1% | $84,611-58.0% | $72,985-51.3% |
| Participation rate | 71.1% | 57.6%+13.5pp | 68.2%+2.8pp | 69.5%+1.6pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,117 | $1,602+32.2% | $2,652-20.2% | $2,440-13.2% |
| Participant deferral / active EE | $4,979 | $2,680+85.7% | $3,899+27.7% | $3,607+38.0% |
| Admin fee / account holder | $30 | $3,395-99.1% | $4,912-99.4% | $5,124-99.4% |