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 9-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 | $68,488 | $202,318-66.1% | $172,739-60.4% | $152,861-55.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.47% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,460 | $5,856-23.8% | $5,143-13.3% | $4,762-6.3% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,850+184.9% |
| Admin fee / account holder | $175 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |