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 | $76,838 | $202,318-62.0% | $172,739-55.5% | $152,861-49.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.80% | 1029.65%-1011.9pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,261 | $5,856-61.4% | $5,143-56.0% | $4,762-52.5% |
| Participant deferral / active EE | $11,300 | $5,948+90.0% | $5,198+117.4% | $5,850+93.2% |
| Admin fee / account holder | $120 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |