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 | $90,021 | $202,318-55.5% | $172,739-47.9% | $152,861-41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.19% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.1pp |
| Employer contribution / active EE | $3,993 | $5,856-31.8% | $5,143-22.4% | $4,762-16.2% |
| Participant deferral / active EE | $9,442 | $5,948+58.7% | $5,198+81.7% | $5,850+61.4% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |