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 | $24,114 | $159,901-84.9% | $146,958-83.6% | $145,922-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.18% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $6,303 | $5,286+19.2% | $4,933+27.8% | $4,660+35.3% |
| Participant deferral / active EE | $4,063 | $8,428-51.8% | $8,070-49.7% | $6,688-39.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |