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 | $47,145 | $154,228-69.4% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.37% | 74.59%-42.2pp | 66.58%-34.2pp | 220.34%-188.0pp |
| Employer contribution / active EE | $4,450 | $4,804-7.4% | $4,554-2.3% | $4,156+7.1% |
| Participant deferral / active EE | $10,371 | $8,216+26.2% | $7,897+31.3% | $6,407+61.9% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |