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 | $21,988 | $159,901-86.2% | $146,958-85.0% | $145,922-84.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.69% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,625 | $5,286-31.4% | $4,933-26.5% | $4,660-22.2% |
| Participant deferral / active EE | $4,046 | $8,428-52.0% | $8,070-49.9% | $6,688-39.5% |
| Admin fee / account holder | $295 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |