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 3-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 | $93,224 | $100,970-7.7% | $96,576-3.5% | $137,256-32.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.05% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,461 | $3,809-9.1% | $3,553-2.6% | $4,156-16.7% |
| Participant deferral / active EE | $20,700 | $8,286+149.8% | $7,956+160.2% | $6,407+223.1% |
| Admin fee / account holder | $160 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |