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 8-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 | $35,839 | $202,318-82.3% | $172,739-79.3% | $152,861-76.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.07% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $6,509 | $5,856+11.1% | $5,143+26.6% | $4,762+36.7% |
| Participant deferral / active EE | $8,394 | $5,948+41.1% | $5,198+61.5% | $5,850+43.5% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |