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 | $101,374 | $106,584-4.9% | $101,3260% | $142,382-28.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.32% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,452 | $3,956-38.0% | $3,665-33.1% | $4,299-43.0% |
| Participant deferral / active EE | $22,620 | $8,297+172.6% | $7,994+183.0% | $6,507+247.6% |
| Admin fee / account holder | $189 | $11,446-98.3% | $11,185-98.3% | $12,624-98.5% |