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 | $47,931 | $159,901-70.0% | $146,958-67.4% | $145,922-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 97.12% | 98.13%-1.0pp | 418.34%-321.2pp | 561.29%-464.2pp |
| Employer contribution / active EE | $3,138 | $5,286-40.6% | $4,933-36.4% | $4,660-32.7% |
| Participant deferral / active EE | $15,984 | $8,428+89.6% | $8,070+98.1% | $6,688+139.0% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |