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 | $55,932 | $178,174-68.6% | $156,181-64.2% | $137,256-59.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.90% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,964 | $4,972-20.3% | $4,294-7.7% | $4,156-4.6% |
| Participant deferral / active EE | $14,139 | $6,888+105.3% | $6,132+130.6% | $6,407+120.7% |
| Admin fee / account holder | $84 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |