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 3-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 | $29,773 | $152,587-80.5% | $125,175-76.2% | $152,861-80.5% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,452 | $4,946-70.6% | $3,865-62.4% | $4,762-69.5% |
| Participant deferral / active EE | $2,722 | $5,868-53.6% | $4,937-44.9% | $5,850-53.5% |
| Admin fee / account holder | $111 | $13,434-99.2% | $9,702-98.9% | $11,596-99.0% |