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 | $55,443 | $159,602-65.3% | $150,045-63.0% | $142,382-61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.77% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,699 | $4,961-25.4% | $4,693-21.2% | $4,299-14.0% |
| Participant deferral / active EE | $7,662 | $8,310-7.8% | $7,997-4.2% | $6,507+17.7% |
| Admin fee / account holder | $114 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |