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 | $100,555 | $106,584-5.7% | $101,326-0.8% | $142,382-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.07% | 36.93%-21.9pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $21,000 | $3,956+430.9% | $3,665+472.9% | $4,299+388.5% |
| Participant deferral / active EE | $31,000 | $8,297+273.6% | $7,994+287.8% | $6,507+376.4% |
| Admin fee / account holder | $239 | $11,446-97.9% | $11,185-97.9% | $12,624-98.1% |