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 | $50,895 | $209,336-75.7% | $197,124-74.2% | $137,256-62.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.82% | 48.09%-26.3pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,252 | $6,591-5.1% | $6,227+0.4% | $4,156+50.4% |
| Participant deferral / active EE | $10,817 | $9,614+12.5% | $9,135+18.4% | $6,407+68.8% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |