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 | $42,800 | $154,228-72.2% | $145,433-70.6% | $137,256-68.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.03% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,369 | $4,804-9.1% | $4,554-4.1% | $4,156+5.1% |
| Participant deferral / active EE | $13,903 | $8,216+69.2% | $7,897+76.1% | $6,407+117.0% |
| Admin fee / account holder | $173 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |