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 | $16,803 | $159,602-89.5% | $150,045-88.8% | $142,382-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.09% | 70.24%-37.1pp | 62.55%-29.5pp | 217.08%-184.0pp |
| Employer contribution / active EE | $2,385 | $4,961-51.9% | $4,693-49.2% | $4,299-44.5% |
| Participant deferral / active EE | $12,291 | $8,310+47.9% | $7,997+53.7% | $6,507+88.9% |
| Admin fee / account holder | $32 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |