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 | $48,647 | $154,228-68.5% | $145,433-66.5% | $137,256-64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.09% | 74.59%-47.5pp | 66.58%-39.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $14,193 | $4,804+195.4% | $4,554+211.6% | $4,156+241.5% |
| Participant deferral / active EE | $7,983 | $8,216-2.8% | $7,897+1.1% | $6,407+24.6% |
| Admin fee / account holder | $35 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |