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 4-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 | $89,372 | $106,584-16.1% | $101,326-11.8% | $142,382-37.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.09% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,005 | $3,956+51.8% | $3,665+63.8% | $4,299+39.7% |
| Participant deferral / active EE | $10,573 | $8,297+27.4% | $7,994+32.3% | $6,507+62.5% |
| Admin fee / account holder | $198 | $11,446-98.3% | $11,185-98.2% | $12,624-98.4% |