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 6-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 | $98,869 | $100,970-2.1% | $96,576+2.4% | $137,256-28.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.07% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $5,948 | $3,809+56.2% | $3,553+67.4% | $4,156+43.1% |
| Participant deferral / active EE | $14,584 | $8,286+76.0% | $7,956+83.3% | $6,407+127.6% |
| Admin fee / account holder | $98 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |