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 | $95,970 | $202,318-52.6% | $172,739-44.4% | $152,861-37.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.93% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,459 | $5,856-75.1% | $5,143-71.6% | $4,762-69.4% |
| Participant deferral / active EE | $4,507 | $5,948-24.2% | $5,198-13.3% | $5,850-23.0% |
| Admin fee / account holder | $125 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |