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 | $31,098 | $177,572-82.5% | $154,803-79.9% | $142,382-78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.22% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $3,603 | $4,810-25.1% | $4,305-16.3% | $4,299-16.2% |
| Participant deferral / active EE | $9,528 | $6,272+51.9% | $5,540+72.0% | $6,507+46.4% |
| Admin fee / account holder | $123 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |