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 | $51,813 | $159,602-67.5% | $150,045-65.5% | $142,382-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 78.16% | 70.24%+7.9pp | 62.55%+15.6pp | 217.08%-138.9pp |
| Employer contribution / active EE | $4,071 | $4,961-17.9% | $4,693-13.3% | $4,299-5.3% |
| Participant deferral / active EE | $13,725 | $8,310+65.2% | $7,997+71.6% | $6,507+110.9% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |