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 | $74,533 | $159,901-53.4% | $146,958-49.3% | $145,922-48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 66.70% | 98.13%-31.4pp | 418.34%-351.6pp | 561.29%-494.6pp |
| Employer contribution / active EE | $6,506 | $5,286+23.1% | $4,933+31.9% | $4,660+39.6% |
| Participant deferral / active EE | $7,302 | $8,428-13.4% | $8,070-9.5% | $6,688+9.2% |
| Admin fee / account holder | $41 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |