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 | $156,629 | $105,859+48.0% | $90,160+73.7% | $147,584+6.1% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,243 | $4,126-45.6% | $3,318-32.4% | $4,876-54.0% |
| Participant deferral / active EE | $7,749 | $5,733+35.2% | $5,288+46.5% | $5,439+42.5% |
| Admin fee / account holder | $83 | $8,046-99.0% | $5,943-98.6% | $10,885-99.2% |