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 | $159,602-77.4% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.37% | 70.24%-41.9pp | 62.55%-34.2pp | 217.08%-188.7pp |
| Employer contribution / active EE | $4,526 | $4,961-8.8% | $4,693-3.6% | $4,299+5.3% |
| Participant deferral / active EE | $12,142 | $8,310+46.1% | $7,997+51.8% | $6,507+86.6% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |