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 | $33,930 | $154,228-78.0% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.94% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $4,395 | $4,804-8.5% | $4,554-3.5% | $4,156+5.8% |
| Participant deferral / active EE | $11,106 | $8,216+35.2% | $7,897+40.6% | $6,407+73.3% |
| Admin fee / account holder | $202 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |