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 | $154,228-66.4% | $145,433-64.4% | $137,256-62.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 78.16% | 74.59%+3.6pp | 66.58%+11.6pp | 220.34%-142.2pp |
| Employer contribution / active EE | $4,071 | $4,804-15.3% | $4,554-10.6% | $4,156-2.0% |
| Participant deferral / active EE | $13,725 | $8,216+67.0% | $7,897+73.8% | $6,407+114.2% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |