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 | $154,228-70.5% | $145,433-68.7% | $137,256-66.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.29% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,780 | $4,804-0.5% | $4,554+5.0% | $4,156+15.0% |
| Participant deferral / active EE | $9,730 | $8,216+18.4% | $7,897+23.2% | $6,407+51.9% |
| Admin fee / account holder | $110 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |