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 | $34,481 | $154,228-77.6% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 45.07% | 74.59%-29.5pp | 66.58%-21.5pp | 220.34%-175.3pp |
| Employer contribution / active EE | $3,909 | $4,804-18.6% | $4,554-14.2% | $4,156-5.9% |
| Participant deferral / active EE | $11,077 | $8,216+34.8% | $7,897+40.3% | $6,407+72.9% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |