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 | $33,287 | $159,602-79.1% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.84% | 70.24%-41.4pp | 62.55%-33.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $3,552 | $4,961-28.4% | $4,693-24.3% | $4,299-17.4% |
| Participant deferral / active EE | $10,228 | $8,310+23.1% | $7,997+27.9% | $6,507+57.2% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |