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 | $57,279 | $100,970-43.3% | $96,576-40.7% | $137,256-58.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.40% | 38.16%-14.8pp | 38.47%-15.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $5,373 | $3,809+41.0% | $3,553+51.2% | $4,156+29.3% |
| Participant deferral / active EE | $11,315 | $8,286+36.6% | $7,956+42.2% | $6,407+76.6% |
| Admin fee / account holder | $110 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |