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 | $38,153 | $154,228-75.3% | $145,433-73.8% | $137,256-72.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.41% | 74.59%-45.2pp | 66.58%-37.2pp | 220.34%-190.9pp |
| Employer contribution / active EE | $4,269 | $4,804-11.1% | $4,554-6.3% | $4,156+2.7% |
| Participant deferral / active EE | $17,590 | $8,216+114.1% | $7,897+122.7% | $6,407+174.6% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |