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 | $23,242 | $159,602-85.4% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.30% | 70.24%-39.9pp | 62.55%-32.2pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,439 | $4,961-50.8% | $4,693-48.0% | $4,299-43.3% |
| Participant deferral / active EE | $8,603 | $8,310+3.5% | $7,997+7.6% | $6,507+32.2% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |