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 | $23,169 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.87% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,681 | $5,286+7.5% | $4,933+15.2% | $4,660+21.9% |
| Participant deferral / active EE | $5,681 | $8,428-32.6% | $8,070-29.6% | $6,688-15.1% |
| Admin fee / account holder | $96 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |