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 | $39,382 | $177,572-77.8% | $154,803-74.6% | $142,382-72.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 72.80% | 65.07%+7.7pp | 58.88%+13.9pp | 217.08%-144.3pp |
| Employer contribution / active EE | $1,466 | $4,810-69.5% | $4,305-66.0% | $4,299-65.9% |
| Participant deferral / active EE | $10,989 | $6,272+75.2% | $5,540+98.3% | $6,507+68.9% |
| Admin fee / account holder | $63 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |