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 | $33,132 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 44.17% | 70.24%-26.1pp | 62.55%-18.4pp | 217.08%-172.9pp |
| Employer contribution / active EE | $4,000 | $4,961-19.4% | $4,693-14.8% | $4,299-7.0% |
| Participant deferral / active EE | $18,647 | $8,310+124.4% | $7,997+133.2% | $6,507+186.6% |
| Admin fee / account holder | $42 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |