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 | $19,799 | $159,901-87.6% | $146,958-86.5% | $145,922-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.37% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-539.9pp |
| Employer contribution / active EE | $4,679 | $5,286-11.5% | $4,933-5.1% | $4,660+0.4% |
| Participant deferral / active EE | $6,749 | $8,428-19.9% | $8,070-16.4% | $6,688+0.9% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |