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 3-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 | $28,043 | $159,901-82.5% | $146,958-80.9% | $145,922-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.63% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,526 | $5,286+4.5% | $4,933+12.0% | $4,660+18.6% |
| Participant deferral / active EE | $4,970 | $8,428-41.0% | $8,070-38.4% | $6,688-25.7% |
| Admin fee / account holder | $142 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |