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 | $38,297 | $92,703-58.7% | $82,719-53.7% | $134,475-71.5% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,372 | $3,274+3.0% | $3,009+12.1% | $4,740-28.8% |
| Participant deferral / active EE | $4,877 | $4,802+1.6% | $4,395+11.0% | $6,400-23.8% |
| Admin fee / account holder | $110 | $5,983-98.2% | $5,329-97.9% | $11,426-99.0% |