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 | $72,099 | $159,602-54.8% | $150,045-51.9% | $142,382-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.50% | 70.24%-41.7pp | 62.55%-34.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $5,145 | $4,961+3.7% | $4,693+9.6% | $4,299+19.7% |
| Participant deferral / active EE | $21,674 | $8,310+160.8% | $7,997+171.0% | $6,507+233.1% |
| Admin fee / account holder | $81 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |