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 | $29,982 | $179,726-83.3% | $156,263-80.8% | $142,382-78.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.27% | 77.86%-49.6pp | 59.47%-31.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $5,546 | $5,069+9.4% | $4,333+28.0% | $4,299+29.0% |
| Participant deferral / active EE | $7,979 | $6,956+14.7% | $6,158+29.6% | $6,507+22.6% |
| Admin fee / account holder | $62 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |