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 | $47,675 | $209,336-77.2% | $197,124-75.8% | $137,256-65.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.15% | 48.09%-22.9pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $4,026 | $6,591-38.9% | $6,227-35.4% | $4,156-3.1% |
| Participant deferral / active EE | $9,658 | $9,614+0.5% | $9,135+5.7% | $6,407+50.7% |
| Admin fee / account holder | $80 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |