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 | $138,693 | $106,584+30.1% | $101,326+36.9% | $142,382-2.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.28% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $8,640 | $3,956+118.4% | $3,665+135.7% | $4,299+101.0% |
| Participant deferral / active EE | $11,760 | $8,297+41.7% | $7,994+47.1% | $6,507+80.7% |
| Admin fee / account holder | $284 | $11,446-97.5% | $11,185-97.5% | $12,624-97.8% |