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 | $117,426 | $117,983-0.5% | $101,794+15.4% | $142,382-17.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.12% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $47,429 | $2,773+1610.6% | $2,289+1972.1% | $4,299+1003.2% |
| Participant deferral / active EE | $6,468 | $4,714+37.2% | $4,084+58.4% | $6,507-0.6% |
| Admin fee / account holder | $179 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |