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 4-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 | $32,187 | $159,901-79.9% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,440 | $5,286-53.8% | $4,933-50.5% | $4,660-47.6% |
| Participant deferral / active EE | $3,575 | $8,428-57.6% | $8,070-55.7% | $6,688-46.5% |
| Admin fee / account holder | $25 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |