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 5-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 | $31,431 | $159,901-80.3% | $146,958-78.6% | $145,922-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.62% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $9,677 | $5,286+83.1% | $4,933+96.2% | $4,660+107.7% |
| Participant deferral / active EE | $6,474 | $8,428-23.2% | $8,070-19.8% | $6,688-3.2% |
| Admin fee / account holder | $270 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |