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 7-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 | $29,999 | $159,901-81.2% | $146,958-79.6% | $145,922-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,895 | $5,286-45.2% | $4,933-41.3% | $4,660-37.9% |
| Participant deferral / active EE | $2,895 | $8,428-65.7% | $8,070-64.1% | $6,688-56.7% |
| Admin fee / account holder | $58 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |