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 | $35,834 | $159,602-77.5% | $150,045-76.1% | $142,382-74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.17% | 70.24%-37.1pp | 62.55%-29.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $4,769 | $4,961-3.9% | $4,693+1.6% | $4,299+10.9% |
| Participant deferral / active EE | $7,631 | $8,310-8.2% | $7,997-4.6% | $6,507+17.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |