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 | $22,747 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,564 | $5,286-70.4% | $4,933-68.3% | $4,660-66.4% |
| Participant deferral / active EE | $3,227 | $8,428-61.7% | $8,070-60.0% | $6,688-51.7% |
| Admin fee / account holder | $132 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |