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 4-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 | $46,516 | $159,602-70.9% | $150,045-69.0% | $142,382-67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.36% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,470 | $4,961-9.9% | $4,693-4.8% | $4,299+4.0% |
| Participant deferral / active EE | $8,763 | $8,310+5.5% | $7,997+9.6% | $6,507+34.7% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |