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 | $78,187 | $202,318-61.4% | $172,739-54.7% | $152,861-48.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.23% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $4,235 | $5,856-27.7% | $5,143-17.6% | $4,762-11.1% |
| Participant deferral / active EE | $3,485 | $5,948-41.4% | $5,198-33.0% | $5,850-40.4% |
| Admin fee / account holder | $232 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |