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 7-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 | $79,767 | $202,318-60.6% | $172,739-53.8% | $152,861-47.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.40% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $6,857 | $5,856+17.1% | $5,143+33.3% | $4,762+44.0% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,850-14.0% |
| Admin fee / account holder | $172 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |