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 | $13,246 | $177,572-92.5% | $154,803-91.4% | $142,382-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.60% | 65.07%-32.5pp | 58.88%-26.3pp | 217.08%-184.5pp |
| Employer contribution / active EE | $4,351 | $4,810-9.5% | $4,305+1.1% | $4,299+1.2% |
| Participant deferral / active EE | $7,516 | $6,272+19.8% | $5,540+35.7% | $6,507+15.5% |
| Admin fee / account holder | $39 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |