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 | $77,883 | $202,318-61.5% | $172,739-54.9% | $152,861-49.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.01% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $9,529 | $5,856+62.7% | $5,143+85.3% | $4,762+100.1% |
| Participant deferral / active EE | $5,619 | $5,948-5.5% | $5,198+8.1% | $5,850-4.0% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |