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 6-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 | $34,855 | $159,901-78.2% | $146,958-76.3% | $145,922-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.98% | 98.13%-69.2pp | 418.34%-389.4pp | 561.29%-532.3pp |
| Employer contribution / active EE | $1,639 | $5,286-69.0% | $4,933-66.8% | $4,660-64.8% |
| Participant deferral / active EE | $9,238 | $8,428+9.6% | $8,070+14.5% | $6,688+38.1% |
| Admin fee / account holder | $63 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |