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 | $28,306 | $154,228-81.6% | $145,433-80.5% | $137,256-79.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.39% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,839 | $4,804-40.9% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $8,510 | $8,216+3.6% | $7,897+7.8% | $6,407+32.8% |
| Admin fee / account holder | $105 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |