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 3-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 | $19,461 | $159,901-87.8% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,224 | $5,286+17.7% | $4,933+26.2% | $4,660+33.6% |
| Participant deferral / active EE | $7,662 | $8,428-9.1% | $8,070-5.1% | $6,688+14.6% |
| Admin fee / account holder | $263 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |