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 | $14,972 | $77,419-80.7% | $69,455-78.4% | $152,861-90.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 74.6%-3.2pp | 82.4%-11.0pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,359 | $3,315+31.5% | $2,779+56.8% | $4,762-8.5% |
| Participant deferral / active EE | $7,472 | $4,414+69.3% | $3,535+111.4% | $5,850+27.7% |
| Admin fee / account holder | $14 | $6,207-99.8% | $3,839-99.6% | $11,596-99.9% |