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 | $17,963 | $172,111-89.6% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.73% | 69.37%-43.6pp | 62.79%-37.1pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,617 | $4,636-43.6% | $4,154-37.0% | $4,156-37.0% |
| Participant deferral / active EE | $3,080 | $6,166-50.0% | $5,453-43.5% | $6,407-51.9% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |