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 | $37,660 | $177,572-78.8% | $154,803-75.7% | $142,382-73.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.29% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,764 | $4,810-42.5% | $4,305-35.8% | $4,299-35.7% |
| Participant deferral / active EE | $18,283 | $6,272+191.5% | $5,540+230.0% | $6,507+181.0% |
| Admin fee / account holder | $91 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |