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 | $19,520 | $154,228-87.3% | $145,433-86.6% | $137,256-85.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.87% | 74.59%-43.7pp | 66.58%-35.7pp | 220.34%-189.5pp |
| Employer contribution / active EE | $3,258 | $4,804-32.2% | $4,554-28.5% | $4,156-21.6% |
| Participant deferral / active EE | $5,017 | $8,216-38.9% | $7,897-36.5% | $6,407-21.7% |
| Admin fee / account holder | $147 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |