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 | $37,811 | $159,602-76.3% | $150,045-74.8% | $142,382-73.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.55% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,981 | $4,961+0.4% | $4,693+6.1% | $4,299+15.9% |
| Participant deferral / active EE | $9,346 | $8,310+12.5% | $7,997+16.9% | $6,507+43.6% |
| Admin fee / account holder | $73 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |