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 | $34,219 | $159,901-78.6% | $146,958-76.7% | $145,922-76.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 130.85% | 98.13%+32.7pp | 418.34%-287.5pp | 561.29%-430.4pp |
| Employer contribution / active EE | $1,301 | $5,286-75.4% | $4,933-73.6% | $4,660-72.1% |
| Participant deferral / active EE | $7,145 | $8,428-15.2% | $8,070-11.5% | $6,688+6.8% |
| Admin fee / account holder | $240 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |