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 | $20,807 | $159,901-87.0% | $146,958-85.8% | $145,922-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,066 | $5,286-42.0% | $4,933-37.9% | $4,660-34.2% |
| Participant deferral / active EE | $6,143 | $8,428-27.1% | $8,070-23.9% | $6,688-8.1% |
| Admin fee / account holder | $31 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |