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 5-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 | $61,028 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.49% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $11,892 | $4,804+147.6% | $4,554+161.1% | $4,156+186.1% |
| Participant deferral / active EE | $8,552 | $8,216+4.1% | $7,897+8.3% | $6,407+33.5% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |