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 | $31,562 | $159,602-80.2% | $150,045-79.0% | $142,382-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.38% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,171 | $4,961-36.1% | $4,693-32.4% | $4,299-26.3% |
| Participant deferral / active EE | $11,342 | $8,310+36.5% | $7,997+41.8% | $6,507+74.3% |
| Admin fee / account holder | $46 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |