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 | $61,570 | $159,901-61.5% | $146,958-58.1% | $145,922-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,919 | $5,286-44.8% | $4,933-40.8% | $4,660-37.4% |
| Participant deferral / active EE | $12,965 | $8,428+53.8% | $8,070+60.7% | $6,688+93.9% |
| Admin fee / account holder | $226 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |