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 4-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 | $45,593 | $159,901-71.5% | $146,958-69.0% | $145,922-68.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.04% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $10,684 | $5,286+102.1% | $4,933+116.6% | $4,660+129.3% |
| Participant deferral / active EE | $9,010 | $8,428+6.9% | $8,070+11.7% | $6,688+34.7% |
| Admin fee / account holder | $109 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |