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 | $48,338 | $149,734-67.7% | $118,925-59.4% | $158,922-69.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $14,359 | $4,115+248.9% | $3,263+340.1% | $4,761+201.6% |
| Participant deferral / active EE | $2,671 | $5,223-48.9% | $4,265-37.4% | $5,982-55.4% |
| Admin fee / account holder | $34 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |