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 | $26,179 | $154,228-83.0% | $145,433-82.0% | $137,256-80.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 76.62% | 74.59%+2.0pp | 66.58%+10.0pp | 220.34%-143.7pp |
| Employer contribution / active EE | $3,484 | $4,804-27.5% | $4,554-23.5% | $4,156-16.2% |
| Participant deferral / active EE | $15,671 | $8,216+90.7% | $7,897+98.4% | $6,407+144.6% |
| Admin fee / account holder | $32 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |