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 | $29,280 | $159,602-81.7% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.77% | 70.24%-38.5pp | 62.55%-30.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $9,393 | $4,961+89.4% | $4,693+100.1% | $4,299+118.5% |
| Participant deferral / active EE | $5,465 | $8,310-34.2% | $7,997-31.7% | $6,507-16.0% |
| Admin fee / account holder | $56 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |