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 | $118,600 | $159,901-25.8% | $146,958-19.3% | $145,922-18.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,253 | $5,286-38.5% | $4,933-34.0% | $4,660-30.2% |
| Participant deferral / active EE | $15,377 | $8,428+82.4% | $8,070+90.5% | $6,688+129.9% |
| Admin fee / account holder | $27 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |