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 7-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 | $112,056 | $106,584+5.1% | $101,326+10.6% | $142,382-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.42% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,892 | $3,956-26.9% | $3,665-21.1% | $4,299-32.7% |
| Participant deferral / active EE | $21,780 | $8,297+162.5% | $7,994+172.5% | $6,507+234.7% |
| Admin fee / account holder | $253 | $11,446-97.8% | $11,185-97.7% | $12,624-98.0% |