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 5-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 | $29,829 | $176,056-83.1% | $159,436-81.3% | $167,490-82.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,290 | $5,297-56.8% | $4,829-52.6% | $4,837-52.7% |
| Participant deferral / active EE | $3,859 | $7,750-50.2% | $7,352-47.5% | $6,341-39.1% |
| Admin fee / account holder | $54 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |