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 | $54,565 | $127,386-57.2% | $115,037-52.6% | $125,391-56.5% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.15% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,313 | $5,166-35.9% | $4,608-28.1% | $4,866-31.9% |
| Participant deferral / active EE | $6,198 | $6,423-3.5% | $6,026+2.9% | $5,352+15.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |