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 | $31,482 | $159,901-80.3% | $146,958-78.6% | $145,922-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,779 | $5,286-9.6% | $4,933-3.1% | $4,660+2.6% |
| Participant deferral / active EE | $4,061 | $8,428-51.8% | $8,070-49.7% | $6,688-39.3% |
| Admin fee / account holder | $182 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |