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 | $36,074 | $217,402-83.4% | $185,823-80.6% | $167,490-78.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,534 | $5,873-56.9% | $5,167-51.0% | $4,837-47.6% |
| Participant deferral / active EE | $7,040 | $6,356+10.8% | $5,568+26.4% | $6,341+11.0% |
| Admin fee / account holder | $113 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |