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 | $32,244 | $138,065-76.6% | $123,544-73.9% | $135,375-76.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,040 | $5,151-79.8% | $4,628-77.5% | $4,779-78.2% |
| Participant deferral / active EE | $4,033 | $6,799-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $188 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |