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 5-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 | $24,218 | $159,901-84.9% | $146,958-83.5% | $145,922-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,065 | $5,286-42.0% | $4,933-37.9% | $4,660-34.2% |
| Participant deferral / active EE | $4,220 | $8,428-49.9% | $8,070-47.7% | $6,688-36.9% |
| Admin fee / account holder | $44 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |