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 | $105,527 | $106,584-1.0% | $101,326+4.1% | $142,382-25.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 296.26% | 36.93%+259.3pp | 36.82%+259.4pp | 217.08%+79.2pp |
| Employer contribution / active EE | $4,323 | $3,956+9.3% | $3,665+17.9% | $4,299+0.5% |
| Participant deferral / active EE | $6,037 | $8,297-27.2% | $7,994-24.5% | $6,507-7.2% |
| Admin fee / account holder | $69 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |