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 | $24,623 | $159,901-84.6% | $146,958-83.2% | $145,922-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.99% | 98.13%-67.1pp | 418.34%-387.3pp | 561.29%-530.3pp |
| Employer contribution / active EE | $2,713 | $5,286-48.7% | $4,933-45.0% | $4,660-41.8% |
| Participant deferral / active EE | $5,718 | $8,428-32.2% | $8,070-29.1% | $6,688-14.5% |
| Admin fee / account holder | $33 | $15,044-99.8% | $12,998-99.7% | $13,397-99.8% |