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 | $40,095 | $159,901-74.9% | $146,958-72.7% | $145,922-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,669 | $5,286-49.5% | $4,933-45.9% | $4,660-42.7% |
| Participant deferral / active EE | $5,624 | $8,428-33.3% | $8,070-30.3% | $6,688-15.9% |
| Admin fee / account holder | $66 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |