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 9-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 | $66,047 | $202,318-67.4% | $172,739-61.8% | $152,861-56.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.93% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $11,820 | $5,856+101.8% | $5,143+129.8% | $4,762+148.2% |
| Participant deferral / active EE | $11,338 | $5,948+90.6% | $5,198+118.1% | $5,850+93.8% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |