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 | $85,480 | $202,318-57.7% | $172,739-50.5% | $152,861-44.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.36% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $6,904 | $5,856+17.9% | $5,143+34.2% | $4,762+45.0% |
| Participant deferral / active EE | $5,961 | $5,948+0.2% | $5,198+14.7% | $5,850+1.9% |
| Admin fee / account holder | $220 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |