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 | $43,965 | $159,901-72.5% | $146,958-70.1% | $145,922-69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,735 | $5,286+8.5% | $4,933+16.3% | $4,660+23.1% |
| Participant deferral / active EE | $8,027 | $8,428-4.8% | $8,070-0.5% | $6,688+20.0% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |