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 5-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 | $102,235 | $106,584-4.1% | $101,326+0.9% | $142,382-28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.95% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $12,136 | $3,956+206.8% | $3,665+231.1% | $4,299+182.3% |
| Participant deferral / active EE | $26,638 | $8,297+221.1% | $7,994+233.2% | $6,507+309.4% |
| Admin fee / account holder | $230 | $11,446-98.0% | $11,185-97.9% | $12,624-98.2% |