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 | $60,745 | $154,228-60.6% | $145,433-58.2% | $137,256-55.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.04% | 74.59%-45.5pp | 66.58%-37.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $4,357 | $4,804-9.3% | $4,554-4.3% | $4,156+4.8% |
| Participant deferral / active EE | $9,799 | $8,216+19.3% | $7,897+24.1% | $6,407+53.0% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |