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 | $77,153 | $142,405-45.8% | $115,157-33.0% | $152,861-49.5% |
| Participation rate | 83.3% | 82.4%+1.0pp | 75.9%+7.4pp | 82.4%+0.9pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,515 | $4,010-37.3% | $3,179-20.9% | $4,762-47.2% |
| Participant deferral / active EE | $4,217 | $5,164-18.3% | $4,168+1.2% | $5,850-27.9% |
| Admin fee / account holder | $93 | $8,462-98.9% | $7,088-98.7% | $11,596-99.2% |