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 5-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 | $93,897 | $179,726-47.8% | $156,263-39.9% | $142,382-34.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.89% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,660 | $5,069-47.5% | $4,333-38.6% | $4,299-38.1% |
| Participant deferral / active EE | $2,660 | $6,956-61.8% | $6,158-56.8% | $6,507-59.1% |
| Admin fee / account holder | $104 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |