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 | $112,927 | $202,318-44.2% | $172,739-34.6% | $152,861-26.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.33% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $7,036 | $5,856+20.2% | $5,143+36.8% | $4,762+47.7% |
| Participant deferral / active EE | $2,447 | $5,948-58.9% | $5,198-52.9% | $5,850-58.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |