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 | $39,125 | $154,228-74.6% | $145,433-73.1% | $137,256-71.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.64% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.7pp |
| Employer contribution / active EE | $4,827 | $4,804+0.5% | $4,554+6.0% | $4,156+16.1% |
| Participant deferral / active EE | $12,695 | $8,216+54.5% | $7,897+60.8% | $6,407+98.2% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |