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 | $45,475 | $116,167-60.9% | $64,489-29.5% | $137,256-66.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 20.14% | 36.55%-16.4pp | 55.03%-34.9pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,690 | $2,483+8.4% | $1,523+76.6% | $4,156-35.3% |
| Participant deferral / active EE | $4,269 | $4,215+1.3% | $2,778+53.6% | $6,407-33.4% |
| Admin fee / account holder | $1 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |