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 | $82,328 | $100,970-18.5% | $96,576-14.8% | $137,256-40.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.07% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,680 | $3,809-3.4% | $3,553+3.6% | $4,156-11.5% |
| Participant deferral / active EE | $7,360 | $8,286-11.2% | $7,956-7.5% | $6,407+14.9% |
| Admin fee / account holder | $172 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |