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 | $36,028 | $154,228-76.6% | $145,433-75.2% | $137,256-73.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.37% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $4,526 | $4,804-5.8% | $4,554-0.6% | $4,156+8.9% |
| Participant deferral / active EE | $12,142 | $8,216+47.8% | $7,897+53.8% | $6,407+89.5% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |