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 | $34,032 | $179,726-81.1% | $156,263-78.2% | $142,382-76.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.94% | 77.86%-54.9pp | 59.47%-36.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,878 | $5,069-23.5% | $4,333-10.5% | $4,299-9.8% |
| Participant deferral / active EE | $18,607 | $6,956+167.5% | $6,158+202.1% | $6,507+185.9% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.0% |