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 | $81,076 | $202,318-59.9% | $172,739-53.1% | $152,861-47.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.06% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $6,404 | $5,856+9.4% | $5,143+24.5% | $4,762+34.5% |
| Participant deferral / active EE | $4,313 | $5,948-27.5% | $5,198-17.0% | $5,850-26.3% |
| Admin fee / account holder | $121 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |