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 | $27,860 | $190,805-85.4% | $159,960-82.6% | $134,475-79.3% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -6.21% | 552.23%-558.4pp | 408.60%-414.8pp | 417.96%-424.2pp |
| Employer contribution / active EE | $2,410 | $4,995-51.8% | $4,226-43.0% | $4,740-49.2% |
| Participant deferral / active EE | $4,099 | $6,923-40.8% | $6,182-33.7% | $6,400-35.9% |
| Admin fee / account holder | $211 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |