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 | $26,015 | $159,602-83.7% | $150,045-82.7% | $142,382-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.06% | 70.24%-38.2pp | 62.55%-30.5pp | 217.08%-185.0pp |
| Employer contribution / active EE | $4,979 | $4,961+0.4% | $4,693+6.1% | $4,299+15.8% |
| Participant deferral / active EE | $6,871 | $8,310-17.3% | $7,997-14.1% | $6,507+5.6% |
| Admin fee / account holder | $166 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |