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 | $53,638 | $202,318-73.5% | $172,739-68.9% | $152,861-64.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.16% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,458 | $5,856-58.0% | $5,143-52.2% | $4,762-48.4% |
| Participant deferral / active EE | $5,642 | $5,948-5.1% | $5,198+8.6% | $5,850-3.6% |
| Admin fee / account holder | $69 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |