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 | $36,624 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,729 | $4,961-45.0% | $4,693-41.9% | $4,299-36.5% |
| Participant deferral / active EE | $12,198 | $8,310+46.8% | $7,997+52.5% | $6,507+87.5% |
| Admin fee / account holder | $223 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |