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 | $43,816 | $154,228-71.6% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.57% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,684 | $4,804-64.9% | $4,554-63.0% | $4,156-59.5% |
| Participant deferral / active EE | $22,677 | $8,216+176.0% | $7,897+187.2% | $6,407+254.0% |
| Admin fee / account holder | $211 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |