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 | $44,031 | $183,519-76.0% | $155,509-71.7% | $145,922-69.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $12,238 | $5,313+130.3% | $4,672+161.9% | $4,660+162.6% |
| Participant deferral / active EE | $7,299 | $6,462+12.9% | $5,626+29.7% | $6,688+9.1% |
| Admin fee / account holder | $73 | $19,313-99.6% | $15,912-99.5% | $13,397-99.5% |