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 | $89,210 | $138,044-35.4% | $125,339-28.8% | $134,475-33.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.25% | 750.33%-758.6pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $9,338 | $5,243+78.1% | $4,814+94.0% | $4,740+97.0% |
| Participant deferral / active EE | $7,949 | $7,799+1.9% | $7,446+6.8% | $6,400+24.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |