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 5-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 | $36,903 | $159,934-76.9% | $147,005-74.9% | $145,959-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.97% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $5,004 | $5,287-5.4% | $4,934+1.4% | $4,661+7.4% |
| Participant deferral / active EE | $6,801 | $8,427-19.3% | $8,070-15.7% | $6,689+1.7% |
| Admin fee / account holder | $31 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |