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 | $32,699 | $159,602-79.5% | $150,045-78.2% | $142,382-77.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.01% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,054 | $4,961-58.6% | $4,693-56.2% | $4,299-52.2% |
| Participant deferral / active EE | $8,678 | $8,310+4.4% | $7,997+8.5% | $6,507+33.4% |
| Admin fee / account holder | $66 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |