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 | $59,610 | $201,272-70.4% | $184,203-67.6% | $145,922-59.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.63% | 29.00%+6.6pp | 28.81%+6.8pp | 561.29%-525.7pp |
| Employer contribution / active EE | $2,428 | $7,022-65.4% | $6,427-62.2% | $4,660-47.9% |
| Participant deferral / active EE | $10,589 | $9,806+8.0% | $9,131+16.0% | $6,688+58.3% |
| Admin fee / account holder | $78 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |