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 | $57,279 | $106,584-46.3% | $101,326-43.5% | $142,382-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.40% | 36.93%-13.5pp | 36.82%-13.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $5,373 | $3,956+35.8% | $3,665+46.6% | $4,299+25.0% |
| Participant deferral / active EE | $11,315 | $8,297+36.4% | $7,994+41.5% | $6,507+73.9% |
| Admin fee / account holder | $110 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |