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 | $23,502 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,389 | $5,286-35.9% | $4,933-31.3% | $4,660-27.3% |
| Participant deferral / active EE | $3,389 | $8,428-59.8% | $8,070-58.0% | $6,688-49.3% |
| Admin fee / account holder | $171 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |