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 | $31,597 | $159,901-80.2% | $146,958-78.5% | $145,922-78.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.87% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,600 | $5,286-31.9% | $4,933-27.0% | $4,660-22.7% |
| Participant deferral / active EE | $3,600 | $8,428-57.3% | $8,070-55.4% | $6,688-46.2% |
| Admin fee / account holder | $97 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |