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 | $36,966 | $159,602-76.8% | $150,045-75.4% | $142,382-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.43% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,882 | $4,961-62.1% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $2,804 | $8,310-66.3% | $7,997-64.9% | $6,507-56.9% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |