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 4-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 | $23,730 | $133,958-82.3% | $112,228-78.9% | $134,475-82.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,014 | $4,038-74.9% | $3,635-72.1% | $4,740-78.6% |
| Participant deferral / active EE | $14,179 | $5,291+168.0% | $4,728+199.9% | $6,400+121.6% |
| Admin fee / account holder | $7 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |