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 | $115,730 | $202,318-42.8% | $172,739-33.0% | $152,861-24.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.39% | 1029.65%-1002.3pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $8,049 | $5,856+37.5% | $5,143+56.5% | $4,762+69.0% |
| Participant deferral / active EE | $4,874 | $5,948-18.1% | $5,198-6.2% | $5,850-16.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |