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 | $85,702 | $152,509-43.8% | $117,472-27.0% | $134,475-36.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.09% | 52.99%-52.9pp | 29.74%-29.6pp | 417.96%-417.9pp |
| Employer contribution / active EE | $4,207 | $5,571-24.5% | $4,176+0.7% | $4,740-11.2% |
| Participant deferral / active EE | $4,125 | $4,818-14.4% | $4,070+1.3% | $6,400-35.5% |
| Admin fee / account holder | $245 | $7,004-96.5% | $5,645-95.7% | $11,426-97.9% |