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 | $100,970-9.6% | $96,576-5.5% | $137,256-33.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.72% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $8,641 | $3,809+126.8% | $3,553+143.2% | $4,156+107.9% |
| Participant deferral / active EE | $12,761 | $8,286+54.0% | $7,956+60.4% | $6,407+99.2% |
| Admin fee / account holder | $177 | $11,312-98.4% | $11,381-98.4% | $12,270-98.6% |