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 | $45,486 | $159,602-71.5% | $150,045-69.7% | $142,382-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.29% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,780 | $4,961-3.6% | $4,693+1.9% | $4,299+11.2% |
| Participant deferral / active EE | $9,730 | $8,310+17.1% | $7,997+21.7% | $6,507+49.5% |
| Admin fee / account holder | $110 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |