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 | $95,987 | $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 | 23.37% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,437 | $5,948+92.3% | $5,198+120.0% | $5,850+95.5% |
| Admin fee / account holder | $237 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |