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 | $35,316 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.24% | 65.07%-37.8pp | 58.88%-31.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $3,314 | $4,810-31.1% | $4,305-23.0% | $4,299-22.9% |
| Participant deferral / active EE | $7,625 | $6,272+21.6% | $5,540+37.6% | $6,507+17.2% |
| Admin fee / account holder | -$82 | $16,786-100.5% | $14,329-100.6% | $12,624-100.6% |