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 | $20,419 | $159,901-87.2% | $146,958-86.1% | $145,922-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,000 | $5,286-43.3% | $4,933-39.2% | $4,660-35.6% |
| Participant deferral / active EE | $5,720 | $8,428-32.1% | $8,070-29.1% | $6,688-14.5% |
| Admin fee / account holder | $148 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |