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 | $106,584-7.2% | $101,326-2.4% | $142,382-30.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.07% | 36.93%-13.9pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $5,948 | $3,956+50.4% | $3,665+62.3% | $4,299+38.4% |
| Participant deferral / active EE | $14,584 | $8,297+75.8% | $7,994+82.4% | $6,507+124.1% |
| Admin fee / account holder | $98 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |