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 10-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 | $43,871 | $159,602-72.5% | $150,045-70.8% | $142,382-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.17% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,181 | $4,961-15.7% | $4,693-10.9% | $4,299-2.8% |
| Participant deferral / active EE | $3,139 | $8,310-62.2% | $7,997-60.8% | $6,507-51.8% |
| Admin fee / account holder | $226 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |