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 | $68,889 | $159,901-56.9% | $146,958-53.1% | $145,922-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $6,271 | $5,286+18.6% | $4,933+27.1% | $4,660+34.6% |
| Participant deferral / active EE | $15,730 | $8,428+86.6% | $8,070+94.9% | $6,688+135.2% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |