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 5-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 | $22,850 | $159,901-85.7% | $146,958-84.5% | $145,922-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.47% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,054 | $5,286-42.2% | $4,933-38.1% | $4,660-34.5% |
| Participant deferral / active EE | $5,254 | $8,428-37.7% | $8,070-34.9% | $6,688-21.4% |
| Admin fee / account holder | $214 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |