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 5-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 | $37,087 | $159,602-76.8% | $150,045-75.3% | $142,382-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.95% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,617 | $4,961-27.1% | $4,693-22.9% | $4,299-15.9% |
| Participant deferral / active EE | $7,031 | $8,310-15.4% | $7,997-12.1% | $6,507+8.1% |
| Admin fee / account holder | $158 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |