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 10-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 | $34,545 | $202,318-82.9% | $172,739-80.0% | $152,861-77.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.29% | 1029.65%-995.4pp | 802.84%-768.6pp | 345.32%-311.0pp |
| Employer contribution / active EE | $2,253 | $5,856-61.5% | $5,143-56.2% | $4,762-52.7% |
| Participant deferral / active EE | $5,813 | $5,948-2.3% | $5,198+11.8% | $5,850-0.6% |
| Admin fee / account holder | $197 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |