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 | $46,176 | $159,901-71.1% | $146,958-68.6% | $145,922-68.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,416 | $5,286-16.5% | $4,933-10.5% | $4,660-5.2% |
| Participant deferral / active EE | $11,042 | $8,428+31.0% | $8,070+36.8% | $6,688+65.1% |
| Admin fee / account holder | $161 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |