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 | $65,856 | $159,901-58.8% | $146,958-55.2% | $145,922-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.58% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,290 | $5,286-18.8% | $4,933-13.0% | $4,660-7.9% |
| Participant deferral / active EE | $8,552 | $8,428+1.5% | $8,070+6.0% | $6,688+27.9% |
| Admin fee / account holder | $137 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |