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 | $56,368 | $179,726-68.6% | $156,263-63.9% | $142,382-60.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.24% | 77.86%-54.6pp | 59.47%-36.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,016 | $5,069-60.2% | $4,333-53.5% | $4,299-53.1% |
| Participant deferral / active EE | $13,359 | $6,956+92.0% | $6,158+116.9% | $6,507+105.3% |
| Admin fee / account holder | $109 | $17,272-99.4% | $14,255-99.2% | $12,624-99.1% |