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 | $24,691 | $127,386-80.6% | $115,037-78.5% | $125,391-80.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $8,287 | $5,166+60.4% | $4,608+79.9% | $4,866+70.3% |
| Participant deferral / active EE | $6,404 | $6,423-0.3% | $6,026+6.3% | $5,352+19.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |