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 | $30,250 | $159,901-81.1% | $146,958-79.4% | $145,922-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,997 | $5,286-24.4% | $4,933-19.0% | $4,660-14.2% |
| Participant deferral / active EE | $6,574 | $8,428-22.0% | $8,070-18.5% | $6,688-1.7% |
| Admin fee / account holder | $199 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |