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 | $95,016 | $181,894-47.8% | $156,549-39.3% | $273,961-65.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.00% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $5,114 | $6,248-18.2% | $5,501-7.0% | $4,869+5.0% |
| Participant deferral / active EE | $10,365 | $5,550+86.7% | $4,871+112.8% | $5,287+96.0% |
| Admin fee / account holder | $78 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |