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 | $25,440 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.98% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $4,047 | $4,804-15.8% | $4,554-11.1% | $4,156-2.6% |
| Participant deferral / active EE | $8,742 | $8,216+6.4% | $7,897+10.7% | $6,407+36.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |