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 | $29,911 | $159,901-81.3% | $146,958-79.6% | $145,922-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,699 | $5,286-48.9% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $4,561 | $8,428-45.9% | $8,070-43.5% | $6,688-31.8% |
| Admin fee / account holder | $288 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |