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 | $24,282 | $159,901-84.8% | $146,958-83.5% | $145,922-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,353 | $5,286-74.4% | $4,933-72.6% | $4,660-71.0% |
| Participant deferral / active EE | $5,581 | $8,428-33.8% | $8,070-30.8% | $6,688-16.5% |
| Admin fee / account holder | $218 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |