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 | $25,742 | $179,726-85.7% | $156,263-83.5% | $142,382-81.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.26% | 77.86%-54.6pp | 59.47%-36.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,963 | $5,069-61.3% | $4,333-54.7% | $4,299-54.3% |
| Participant deferral / active EE | $7,090 | $6,956+1.9% | $6,158+15.1% | $6,507+9.0% |
| Admin fee / account holder | $44 | $17,272-99.7% | $14,255-99.7% | $12,624-99.7% |