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 | $26,416 | $227,553-88.4% | $189,557-86.1% | $167,490-84.2% |
| Participation rate | 72.7% | 82.5%-9.8pp | 78.4%-5.7pp | 82.1%-9.4pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $662 | $5,316-87.5% | $4,412-85.0% | $4,837-86.3% |
| Participant deferral / active EE | $1,796 | $7,002-74.4% | $6,174-70.9% | $6,341-71.7% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |