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 | $32,216 | $159,602-79.8% | $150,045-78.5% | $142,382-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.83% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $5,077 | $4,961+2.3% | $4,693+8.2% | $4,299+18.1% |
| Participant deferral / active EE | $6,917 | $8,310-16.8% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $51 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |