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 | $47,711 | $100,970-52.7% | $96,576-50.6% | $137,256-65.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 37.07% | 38.16%-1.1pp | 38.47%-1.4pp | 220.34%-183.3pp |
| Employer contribution / active EE | $3,989 | $3,809+4.7% | $3,553+12.3% | $4,156-4.0% |
| Participant deferral / active EE | $11,750 | $8,286+41.8% | $7,956+47.7% | $6,407+83.4% |
| Admin fee / account holder | $170 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |