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 10-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 | $99,727 | $163,101-38.9% | $136,749-27.1% | $142,382-30.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.84% | 27.54%-1.7pp | 24.33%+1.5pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,409 | $4,117-17.2% | $3,400+0.3% | $4,299-20.7% |
| Participant deferral / active EE | $5,167 | $5,585-7.5% | $4,692+10.1% | $6,507-20.6% |
| Admin fee / account holder | $26 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |