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 | $63,736 | $159,901-60.1% | $146,958-56.6% | $145,922-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.69% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $12,246 | $5,286+131.7% | $4,933+148.3% | $4,660+162.8% |
| Participant deferral / active EE | $8,252 | $8,428-2.1% | $8,070+2.3% | $6,688+23.4% |
| Admin fee / account holder | $186 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |