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 | $42,802 | $154,228-72.2% | $145,433-70.6% | $137,256-68.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.62% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,458 | $4,804+13.6% | $4,554+19.8% | $4,156+31.3% |
| Participant deferral / active EE | $11,802 | $8,216+43.6% | $7,897+49.4% | $6,407+84.2% |
| Admin fee / account holder | $96 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |