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 | $48,898 | $159,602-69.4% | $150,045-67.4% | $142,382-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.58% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,844 | $4,961-42.7% | $4,693-39.4% | $4,299-33.8% |
| Participant deferral / active EE | $15,673 | $8,310+88.6% | $7,997+96.0% | $6,507+140.9% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |