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 8-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 | $42,775 | $167,484-74.5% | $151,611-71.8% | $134,475-68.2% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -19.49% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $7,068 | $6,829+3.5% | $6,166+14.6% | $4,740+49.1% |
| Participant deferral / active EE | $5,229 | $8,986-41.8% | $8,363-37.5% | $6,400-18.3% |
| Admin fee / account holder | $97 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |