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 | $25,896 | $159,901-83.8% | $146,958-82.4% | $145,922-82.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,230 | $5,286-38.9% | $4,933-34.5% | $4,660-30.7% |
| Participant deferral / active EE | $4,936 | $8,428-41.4% | $8,070-38.8% | $6,688-26.2% |
| Admin fee / account holder | $212 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |