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 | $29,271 | $159,602-81.7% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 126.70% | 70.24%+56.5pp | 62.55%+64.1pp | 217.08%-90.4pp |
| Employer contribution / active EE | $5,299 | $4,961+6.8% | $4,693+12.9% | $4,299+23.2% |
| Participant deferral / active EE | $6,132 | $8,310-26.2% | $7,997-23.3% | $6,507-5.8% |
| Admin fee / account holder | $107 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |