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 | $35,199 | $154,228-77.2% | $145,433-75.8% | $137,256-74.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.35% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,261 | $4,804+51.1% | $4,554+59.4% | $4,156+74.7% |
| Participant deferral / active EE | $4,675 | $8,216-43.1% | $7,897-40.8% | $6,407-27.0% |
| Admin fee / account holder | $154 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |