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 | $30,923 | $172,111-82.0% | $150,298-79.4% | $137,256-77.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.41% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,456 | $4,636-25.5% | $4,154-16.8% | $4,156-16.8% |
| Participant deferral / active EE | $7,964 | $6,166+29.2% | $5,453+46.1% | $6,407+24.3% |
| Admin fee / account holder | $47 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |