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 | $63,003 | $154,228-59.1% | $145,433-56.7% | $137,256-54.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,727 | $4,804-43.2% | $4,554-40.1% | $4,156-34.4% |
| Participant deferral / active EE | $16,150 | $8,216+96.6% | $7,897+104.5% | $6,407+152.1% |
| Admin fee / account holder | $260 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |