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 | $21,920 | $104,486-79.0% | $76,817-71.5% | $152,861-85.7% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.4%-11.0pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $745 | $3,116-76.1% | $2,302-67.6% | $4,762-84.4% |
| Participant deferral / active EE | $1,463 | $4,236-65.5% | $3,336-56.1% | $5,850-75.0% |
| Admin fee / account holder | $17 | $12,275-99.9% | $6,420-99.7% | $11,596-99.9% |