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 | $53,047 | $150,440-64.7% | $136,294-61.1% | $147,584-64.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $12,497 | $5,256+137.8% | $4,695+166.2% | $4,876+156.3% |
| Participant deferral / active EE | $8,836 | $6,630+33.3% | $6,247+41.4% | $5,439+62.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |