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 5-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 | $9,181 | $109,817-91.6% | $98,442-90.7% | $167,490-94.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,228 | $3,224-61.9% | $2,960-58.5% | $4,837-74.6% |
| Participant deferral / active EE | $7,817 | $4,673+67.3% | $4,276+82.8% | $6,341+23.3% |
| Admin fee / account holder | $3 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |