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 | $98,689 | $106,584-7.4% | $101,326-2.6% | $142,382-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.31% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,333 | $3,956-15.7% | $3,665-9.1% | $4,299-22.5% |
| Participant deferral / active EE | $12,665 | $8,297+52.6% | $7,994+58.4% | $6,507+94.6% |
| Admin fee / account holder | $215 | $11,446-98.1% | $11,185-98.1% | $12,624-98.3% |