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 | $55,239 | $202,318-72.7% | $172,739-68.0% | $152,861-63.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.80% | 1029.65%-1008.9pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $7,248 | $5,856+23.8% | $5,143+40.9% | $4,762+52.2% |
| Participant deferral / active EE | $4,185 | $5,948-29.6% | $5,198-19.5% | $5,850-28.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |