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 | $22,714 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.81% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,285 | $5,286-56.8% | $4,933-53.7% | $4,660-51.0% |
| Participant deferral / active EE | $15,575 | $8,428+84.8% | $8,070+93.0% | $6,688+132.9% |
| Admin fee / account holder | $74 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |