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 | $15,734 | $101,069-84.4% | $81,478-80.7% | $147,584-89.3% |
| Participation rate | 76.9% | 74.5%+2.5pp | 68.0%+9.0pp | 82.8%-5.9pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,290 | $3,205+2.6% | $2,568+28.1% | $4,876-32.5% |
| Participant deferral / active EE | $6,983 | $4,242+64.6% | $3,537+97.5% | $5,439+28.4% |
| Admin fee / account holder | $19 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |