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 | $99,358 | $100,970-1.6% | $96,576+2.9% | $137,256-27.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 31.28% | 38.16%-6.9pp | 38.47%-7.2pp | 220.34%-189.1pp |
| Employer contribution / active EE | $5,490 | $3,809+44.1% | $3,553+54.5% | $4,156+32.1% |
| Participant deferral / active EE | $13,143 | $8,286+58.6% | $7,956+65.2% | $6,407+105.1% |
| Admin fee / account holder | $98 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |