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 | $65,489 | $124,319-47.3% | $111,297-41.2% | $167,490-60.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,815 | $3,435-18.1% | $2,731+3.1% | $4,837-41.8% |
| Participant deferral / active EE | $5,612 | $5,180+8.3% | $4,487+25.1% | $6,341-11.5% |
| Admin fee / account holder | $280 | $10,618-97.4% | $7,964-96.5% | $12,309-97.7% |