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 | $22,446 | $159,901-86.0% | $146,958-84.7% | $145,922-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.29% | 98.13%-67.8pp | 418.34%-388.0pp | 561.29%-531.0pp |
| Employer contribution / active EE | $1,866 | $5,286-64.7% | $4,933-62.2% | $4,660-60.0% |
| Participant deferral / active EE | $8,366 | $8,428-0.7% | $8,070+3.7% | $6,688+25.1% |
| Admin fee / account holder | $95 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |