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 | $41,473 | $209,336-80.2% | $197,124-79.0% | $137,256-69.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.34% | 48.09%-18.7pp | 44.34%-15.0pp | 220.34%-191.0pp |
| Employer contribution / active EE | $4,758 | $6,591-27.8% | $6,227-23.6% | $4,156+14.5% |
| Participant deferral / active EE | $7,603 | $9,614-20.9% | $9,135-16.8% | $6,407+18.7% |
| Admin fee / account holder | $33 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |