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 | $44,274 | $106,584-58.5% | $101,326-56.3% | $142,382-68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 135.55% | 36.93%+98.6pp | 36.82%+98.7pp | 217.08%-81.5pp |
| Employer contribution / active EE | $4,641 | $3,956+17.3% | $3,665+26.6% | $4,299+8.0% |
| Participant deferral / active EE | $8,723 | $8,297+5.1% | $7,994+9.1% | $6,507+34.1% |
| Admin fee / account holder | $38 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |