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 | $35,890 | $106,584-66.3% | $101,326-64.6% | $142,382-74.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.47% | 36.93%-14.5pp | 36.82%-14.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,264 | $3,956+33.1% | $3,665+43.6% | $4,299+22.5% |
| Participant deferral / active EE | $8,521 | $8,297+2.7% | $7,994+6.6% | $6,507+30.9% |
| Admin fee / account holder | $42 | $11,446-99.6% | $11,185-99.6% | $12,624-99.7% |