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 | $121,425 | $124,425-2.4% | $112,040+8.4% | $137,256-11.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.43% | 24.72%+0.7pp | 24.52%+0.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $23,148 | $3,411+578.6% | $2,954+683.6% | $4,156+457.0% |
| Participant deferral / active EE | $13,225 | $5,718+131.3% | $5,098+159.4% | $6,407+106.4% |
| Admin fee / account holder | $243 | $15,207-98.4% | $12,098-98.0% | $12,270-98.0% |