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 | $47,016 | $159,602-70.5% | $150,045-68.7% | $142,382-67.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.62% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,455 | $4,961+10.0% | $4,693+16.2% | $4,299+26.9% |
| Participant deferral / active EE | $5,906 | $8,310-28.9% | $7,997-26.2% | $6,507-9.2% |
| Admin fee / account holder | $113 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |