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 | $18,750 | $159,901-88.3% | $146,958-87.2% | $145,922-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.77% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,031 | $5,286-61.6% | $4,933-58.8% | $4,660-56.4% |
| Participant deferral / active EE | $3,180 | $8,428-62.3% | $8,070-60.6% | $6,688-52.5% |
| Admin fee / account holder | $49 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |