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 | $49,679 | $154,228-67.8% | $145,433-65.8% | $137,256-63.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 37.33% | 74.59%-37.3pp | 66.58%-29.2pp | 220.34%-183.0pp |
| Employer contribution / active EE | $2,995 | $4,804-37.6% | $4,554-34.2% | $4,156-27.9% |
| Participant deferral / active EE | $8,668 | $8,216+5.5% | $7,897+9.8% | $6,407+35.3% |
| Admin fee / account holder | $111 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |