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 | $35,509 | $106,584-66.7% | $101,326-65.0% | $142,382-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.04% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,978 | $3,956+0.6% | $3,665+8.5% | $4,299-7.5% |
| Participant deferral / active EE | $4,776 | $8,297-42.4% | $7,994-40.3% | $6,507-26.6% |
| Admin fee / account holder | $86 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |