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 | $24,941 | $65,395-61.9% | $182,532-86.3% | $72,985-65.8% |
| Participation rate | 85.3% | 65.4%+19.9pp | 78.0%+7.3pp | 69.5%+15.8pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,049 | $1,911+7.2% | $4,076-49.7% | $2,440-16.0% |
| Participant deferral / active EE | $3,883 | $3,563+9.0% | $5,524-29.7% | $3,607+7.6% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |