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 | $117,397 | $111,754+5.0% | $103,333+13.6% | $145,922-19.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 43.29% | 24.77%+18.5pp | 24.88%+18.4pp | 561.29%-518.0pp |
| Employer contribution / active EE | $3,626 | $4,212-13.9% | $3,868-6.3% | $4,660-22.2% |
| Participant deferral / active EE | $9,276 | $5,619+65.1% | $5,057+83.4% | $6,688+38.7% |
| Admin fee / account holder | $156 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |