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 | $42,587 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.94% | 74.59%-49.7pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $4,717 | $4,804-1.8% | $4,554+3.6% | $4,156+13.5% |
| Participant deferral / active EE | $8,002 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |