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 | $36,365 | $214,378-83.0% | $200,582-81.9% | $142,382-74.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.65% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,774 | $6,841-74.1% | $6,419-72.4% | $4,299-58.7% |
| Participant deferral / active EE | $9,298 | $9,865-5.7% | $9,331-0.4% | $6,507+42.9% |
| Admin fee / account holder | $298 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |