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 | $52,631 | $209,411-74.9% | $178,490-70.5% | $158,922-66.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,208 | $5,706-78.8% | $5,011-75.9% | $4,761-74.6% |
| Participant deferral / active EE | $6,458 | $5,954+8.5% | $5,202+24.2% | $5,982+8.0% |
| Admin fee / account holder | $132 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |