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 | $106,584-12.5% | $101,326-8.0% | $142,382-34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.05% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,461 | $3,956-12.5% | $3,665-5.6% | $4,299-19.5% |
| Participant deferral / active EE | $20,700 | $8,297+149.5% | $7,994+158.9% | $6,507+218.1% |
| Admin fee / account holder | $160 | $11,446-98.6% | $11,185-98.6% | $12,624-98.7% |