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 7-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 | $35,913 | $202,318-82.2% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,818 | $5,856-69.0% | $5,143-64.7% | $4,762-61.8% |
| Participant deferral / active EE | $2,552 | $5,948-57.1% | $5,198-50.9% | $5,850-56.4% |
| Admin fee / account holder | $47 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |