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 10-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 | $36,856 | $83,337-55.8% | $67,834-45.7% | $273,961-86.5% |
| Participation rate | 78.9% | 76.4%+2.5pp | 68.8%+10.2pp | 83.0%-4.1pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,030 | $3,287-7.8% | $2,403+26.1% | $4,869-37.8% |
| Participant deferral / active EE | $5,154 | $4,088+26.1% | $3,160+63.1% | $5,287-2.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |