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 | $57,039 | $209,336-72.8% | $197,124-71.1% | $137,256-58.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.13% | 48.09%-23.0pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,200 | $6,591-51.5% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $10,765 | $9,614+12.0% | $9,135+17.8% | $6,407+68.0% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |