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 | $46,661 | $179,726-74.0% | $156,263-70.1% | $142,382-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 65.26% | 77.86%-12.6pp | 59.47%+5.8pp | 217.08%-151.8pp |
| Employer contribution / active EE | $4,927 | $5,069-2.8% | $4,333+13.7% | $4,299+14.6% |
| Participant deferral / active EE | $11,750 | $6,956+68.9% | $6,158+90.8% | $6,507+80.6% |
| Admin fee / account holder | $79 | $17,272-99.5% | $14,255-99.4% | $12,624-99.4% |