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 8-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 | $105,004 | $111,535-5.9% | $105,223-0.2% | $137,256-23.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.68% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,353 | $3,939-40.3% | $3,689-36.2% | $4,156-43.4% |
| Participant deferral / active EE | $12,749 | $5,500+131.8% | $5,072+151.4% | $6,407+99.0% |
| Admin fee / account holder | $33 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |