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 | $134,307 | $202,318-33.6% | $172,739-22.2% | $152,861-12.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.86% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,945 | $5,856-15.6% | $5,143-3.8% | $4,762+3.8% |
| Participant deferral / active EE | $4,299 | $5,948-27.7% | $5,198-17.3% | $5,850-26.5% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |