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 | $28,649 | $165,984-82.7% | $164,813-82.6% | $145,922-80.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.51% | 100.03%-79.5pp | 69.93%-49.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $8,720 | $5,273+65.4% | $4,341+100.9% | $4,660+87.1% |
| Participant deferral / active EE | $8,720 | $6,959+25.3% | $6,031+44.6% | $6,688+30.4% |
| Admin fee / account holder | $72 | $16,648-99.6% | $12,690-99.4% | $13,397-99.5% |