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 6-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 | $24,026 | $884,045-97.3% | $453,369-94.7% | $167,490-85.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 78.0%+9.5pp | 82.1%+5.4pp |
| Annual return | 27.18% | 29.49%-2.3pp | 64.40%-37.2pp | 478.56%-451.4pp |
| Employer contribution / active EE | $6,055 | $5,538+9.3% | $4,070+48.8% | $4,837+25.2% |
| Participant deferral / active EE | $6,508 | $7,898-17.6% | $6,209+4.8% | $6,341+2.6% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |