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 3-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 | $50,243 | $154,228-67.4% | $145,433-65.5% | $137,256-63.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $994 | $4,804-79.3% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $12,600 | $8,216+53.4% | $7,897+59.5% | $6,407+96.7% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |