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 | $44,960 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.47% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,413 | $5,286+2.4% | $4,933+9.7% | $4,660+16.2% |
| Participant deferral / active EE | $11,585 | $8,428+37.5% | $8,070+43.6% | $6,688+73.2% |
| Admin fee / account holder | $263 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |