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 | $53,709 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 116.16% | 74.59%+41.6pp | 66.58%+49.6pp | 220.34%-104.2pp |
| Employer contribution / active EE | $6,682 | $4,804+39.1% | $4,554+46.7% | $4,156+60.8% |
| Participant deferral / active EE | $8,626 | $8,216+5.0% | $7,897+9.2% | $6,407+34.6% |
| Admin fee / account holder | $58 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |