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 | $27,998 | $106,543-73.7% | $91,220-69.3% | $134,475-79.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | 6.19% | 160.60%-154.4pp | 114.01%-107.8pp | 417.96%-411.8pp |
| Employer contribution / active EE | $3,989 | $3,331+19.8% | $2,850+39.9% | $4,740-15.8% |
| Participant deferral / active EE | $8,687 | $4,719+84.1% | $4,234+105.2% | $6,400+35.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |