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 8-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 | $52,903 | $167,484-68.4% | $151,611-65.1% | $134,475-60.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.46% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,224 | $6,829-38.1% | $6,166-31.5% | $4,740-10.9% |
| Participant deferral / active EE | $13,556 | $8,986+50.9% | $8,363+62.1% | $6,400+111.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |