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 6-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 | $122,020 | $135,952-10.2% | $123,892-1.5% | $273,961-55.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.81% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $11,028 | $5,170+113.3% | $4,617+138.9% | $4,869+126.5% |
| Participant deferral / active EE | $2,593 | $6,343-59.1% | $5,984-56.7% | $5,287-51.0% |
| Admin fee / account holder | -$37 | $9,817-100.4% | $8,357-100.4% | $10,132-100.4% |