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 | $43,659 | $172,111-74.6% | $150,298-71.0% | $137,256-68.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.45% | 69.37%-43.9pp | 62.79%-37.3pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,776 | $4,636-18.6% | $4,154-9.1% | $4,156-9.1% |
| Participant deferral / active EE | $7,878 | $6,166+27.8% | $5,453+44.5% | $6,407+23.0% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |