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 | $77,239 | $202,318-61.8% | $172,739-55.3% | $152,861-49.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.52% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $4,697 | $5,856-19.8% | $5,143-8.7% | $4,762-1.4% |
| Participant deferral / active EE | $10,520 | $5,948+76.9% | $5,198+102.4% | $5,850+79.8% |
| Admin fee / account holder | $33 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |