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 | $95,077 | $106,584-10.8% | $101,326-6.2% | $142,382-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.76% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,073 | $3,956-47.6% | $3,665-43.4% | $4,299-51.8% |
| Participant deferral / active EE | $3,059 | $8,297-63.1% | $7,994-61.7% | $6,507-53.0% |
| Admin fee / account holder | $104 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |