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 | $18,936 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 38.33% | 70.24%-31.9pp | 62.55%-24.2pp | 217.08%-178.7pp |
| Employer contribution / active EE | $4,254 | $4,961-14.3% | $4,693-9.4% | $4,299-1.1% |
| Participant deferral / active EE | $8,170 | $8,310-1.7% | $7,997+2.2% | $6,507+25.5% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |