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 | $106,584-6.8% | $101,326-1.9% | $142,382-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 31.28% | 36.93%-5.6pp | 36.82%-5.5pp | 217.08%-185.8pp |
| Employer contribution / active EE | $5,490 | $3,956+38.8% | $3,665+49.8% | $4,299+27.7% |
| Participant deferral / active EE | $13,143 | $8,297+58.4% | $7,994+64.4% | $6,507+102.0% |
| Admin fee / account holder | $98 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |