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 | $27,836 | $159,901-82.6% | $146,958-81.1% | $145,922-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,431 | $5,286+40.6% | $4,933+50.6% | $4,660+59.5% |
| Participant deferral / active EE | $3,005 | $8,428-64.4% | $8,070-62.8% | $6,688-55.1% |
| Admin fee / account holder | $67 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |