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 | $135,658 | $202,318-32.9% | $172,739-21.5% | $152,861-11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.56% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,752 | $5,856-70.1% | $5,143-65.9% | $4,762-63.2% |
| Participant deferral / active EE | $5,868 | $5,948-1.4% | $5,198+12.9% | $5,850+0.3% |
| Admin fee / account holder | $178 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |