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 | $41,273 | $154,228-73.2% | $145,433-71.6% | $137,256-69.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.33% | 74.59%-51.3pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,786 | $4,804-0.4% | $4,554+5.1% | $4,156+15.2% |
| Participant deferral / active EE | $9,422 | $8,216+14.7% | $7,897+19.3% | $6,407+47.1% |
| Admin fee / account holder | $66 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |