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 10-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 | $83,723 | $192,717-56.6% | $142,449-41.2% | $139,434-40.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 17.99%-0.7pp | 19.99%-2.7pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,142 | $5,806-11.4% | $4,847+6.1% | $4,751+8.2% |
| Participant deferral / active EE | $7,200 | $7,208-0.1% | $6,283+14.6% | $6,710+7.3% |
| Admin fee / account holder | $284 | $15,124-98.1% | $10,011-97.2% | $11,403-97.5% |