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 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.38% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,171 | $4,804-34.0% | $4,554-30.4% | $4,156-23.7% |
| Participant deferral / active EE | $11,342 | $8,216+38.0% | $7,897+43.6% | $6,407+77.0% |
| Admin fee / account holder | $46 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |