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 | $58,951 | $101,618-42.0% | $93,063-36.7% | $137,256-57.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.13% | 223.95%-197.8pp | 34.15%-8.0pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,736 | $2,707+1.0% | $2,476+10.5% | $4,156-34.2% |
| Participant deferral / active EE | $12,264 | $4,279+186.6% | $3,958+209.8% | $6,407+91.4% |
| Admin fee / account holder | $129 | $6,198-97.9% | $6,033-97.9% | $12,270-98.9% |