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 | $50,400 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.14% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,654 | $4,961-6.2% | $4,693-0.8% | $4,299+8.2% |
| Participant deferral / active EE | $14,096 | $8,310+69.6% | $7,997+76.3% | $6,507+116.6% |
| Admin fee / account holder | $248 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |