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 | $34,922 | $159,901-78.2% | $146,958-76.2% | $145,922-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.71% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $4,498 | $5,286-14.9% | $4,933-8.8% | $4,660-3.5% |
| Participant deferral / active EE | $13,002 | $8,428+54.3% | $8,070+61.1% | $6,688+94.4% |
| Admin fee / account holder | $54 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |