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 | $21,555 | $107,934-80.0% | $91,989-76.6% | $152,861-85.9% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.4%-3.9pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,320 | $4,210-68.6% | $3,452-61.8% | $4,762-72.3% |
| Participant deferral / active EE | $2,344 | $6,364-63.2% | $5,923-60.4% | $5,850-59.9% |
| Admin fee / account holder | $13 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |