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 | $34,893 | $100,970-65.4% | $96,576-63.9% | $137,256-74.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.97% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,665 | $3,809-3.8% | $3,553+3.2% | $4,156-11.8% |
| Participant deferral / active EE | $4,994 | $8,286-39.7% | $7,956-37.2% | $6,407-22.1% |
| Admin fee / account holder | $70 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |