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 5-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 | $19,553 | $129,942-85.0% | $104,294-81.3% | $134,475-85.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -2.68% | 42.03%-44.7pp | 24.61%-27.3pp | 417.96%-420.6pp |
| Employer contribution / active EE | $4,375 | $4,184+4.6% | $3,372+29.8% | $4,740-7.7% |
| Participant deferral / active EE | $4,704 | $5,588-15.8% | $4,625+1.7% | $6,400-26.5% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |