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 | $56,687 | $214,378-73.6% | $200,582-71.7% | $142,382-60.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.12% | 46.41%-19.3pp | 42.33%-15.2pp | 217.08%-190.0pp |
| Employer contribution / active EE | $4,647 | $6,841-32.1% | $6,419-27.6% | $4,299+8.1% |
| Participant deferral / active EE | $19,730 | $9,865+100.0% | $9,331+111.4% | $6,507+203.2% |
| Admin fee / account holder | $129 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |