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 | $50,635 | $159,901-68.3% | $146,958-65.5% | $145,922-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,072 | $5,286-60.8% | $4,933-58.0% | $4,660-55.5% |
| Participant deferral / active EE | $11,269 | $8,428+33.7% | $8,070+39.6% | $6,688+68.5% |
| Admin fee / account holder | $76 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |