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 9-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 | $22,679 | $105,859-78.6% | $90,160-74.8% | $147,584-84.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $6,740 | $4,126+63.3% | $3,318+103.1% | $4,876+38.2% |
| Participant deferral / active EE | $14,979 | $5,733+161.3% | $5,288+183.3% | $5,439+175.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |