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 6-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 | $42,491 | $159,901-73.4% | $146,958-71.1% | $145,922-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.21% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,456 | $5,286-72.5% | $4,933-70.5% | $4,660-68.8% |
| Participant deferral / active EE | $5,000 | $8,428-40.7% | $8,070-38.0% | $6,688-25.2% |
| Admin fee / account holder | $218 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |