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 6-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 | $60,137 | $159,901-62.4% | $146,958-59.1% | $145,922-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.11% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,736 | $5,286-29.3% | $4,933-24.3% | $4,660-19.8% |
| Participant deferral / active EE | $9,005 | $8,428+6.8% | $8,070+11.6% | $6,688+34.7% |
| Admin fee / account holder | $147 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |