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 | $39,283 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.21% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,006 | $4,804-37.4% | $4,554-34.0% | $4,156-27.7% |
| Participant deferral / active EE | $5,228 | $8,216-36.4% | $7,897-33.8% | $6,407-18.4% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |