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 7-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 | $45,889 | $154,228-70.2% | $145,433-68.4% | $137,256-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.88% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $4,800 | $4,804-0.1% | $4,554+5.4% | $4,156+15.5% |
| Participant deferral / active EE | $9,442 | $8,216+14.9% | $7,897+19.6% | $6,407+47.4% |
| Admin fee / account holder | $46 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |