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 | $18,257 | $159,901-88.6% | $146,958-87.6% | $145,922-87.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.25% | 98.13%-60.9pp | 418.34%-381.1pp | 561.29%-524.0pp |
| Employer contribution / active EE | $2,079 | $5,286-60.7% | $4,933-57.9% | $4,660-55.4% |
| Participant deferral / active EE | $10,000 | $8,428+18.7% | $8,070+23.9% | $6,688+49.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |