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 | $61,586 | $159,602-61.4% | $150,045-59.0% | $142,382-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.58% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $3,090 | $4,961-37.7% | $4,693-34.2% | $4,299-28.1% |
| Participant deferral / active EE | $13,816 | $8,310+66.3% | $7,997+72.8% | $6,507+112.3% |
| Admin fee / account holder | $119 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |