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 | $56,348 | $159,901-64.8% | $146,958-61.7% | $145,922-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.27% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $5,538 | $5,286+4.8% | $4,933+12.3% | $4,660+18.9% |
| Participant deferral / active EE | $3,131 | $8,428-62.9% | $8,070-61.2% | $6,688-53.2% |
| Admin fee / account holder | $25 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |