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 | $16,588 | $159,602-89.6% | $150,045-88.9% | $142,382-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 84.86% | 70.24%+14.6pp | 62.55%+22.3pp | 217.08%-132.2pp |
| Employer contribution / active EE | $3,496 | $4,961-29.5% | $4,693-25.5% | $4,299-18.7% |
| Participant deferral / active EE | $5,104 | $8,310-38.6% | $7,997-36.2% | $6,507-21.6% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |