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 6-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 | $209,643 | $96,484+117.3% | $75,886+176.3% | $152,861+37.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.3%+2.1pp | 82.4%-11.0pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,880 | $3,309-43.2% | $2,500-24.8% | $4,762-60.5% |
| Participant deferral / active EE | $6,155 | $4,553+35.2% | $3,603+70.8% | $5,850+5.2% |
| Admin fee / account holder | $148 | $8,078-98.2% | $5,418-97.3% | $11,596-98.7% |