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 8-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 | $23,271 | $99,640-76.6% | $86,436-73.1% | $134,475-82.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,678 | $4,400-39.1% | $3,769-28.9% | $4,740-43.5% |
| Participant deferral / active EE | $10,835 | $7,246+49.5% | $6,952+55.9% | $6,400+69.3% |
| Admin fee / account holder | $128 | $8,371-98.5% | $6,731-98.1% | $11,426-98.9% |