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 | $61,004 | $106,584-42.8% | $101,326-39.8% | $142,382-57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.80% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,955 | $3,956-25.3% | $3,665-19.4% | $4,299-31.3% |
| Participant deferral / active EE | $23,500 | $8,297+183.2% | $7,994+194.0% | $6,507+261.1% |
| Admin fee / account holder | $160 | $11,446-98.6% | $11,185-98.6% | $12,624-98.7% |