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 4-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 | $64,316 | $159,602-59.7% | $150,045-57.1% | $142,382-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.53% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,096 | $4,961+2.7% | $4,693+8.6% | $4,299+18.5% |
| Participant deferral / active EE | $11,369 | $8,310+36.8% | $7,997+42.2% | $6,507+74.7% |
| Admin fee / account holder | $130 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |