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 | $91,230 | $106,584-14.4% | $101,326-10.0% | $142,382-35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.72% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $8,641 | $3,956+118.4% | $3,665+135.7% | $4,299+101.0% |
| Participant deferral / active EE | $12,761 | $8,297+53.8% | $7,994+59.6% | $6,507+96.1% |
| Admin fee / account holder | $177 | $11,446-98.5% | $11,185-98.4% | $12,624-98.6% |