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 | $101,814 | $202,318-49.7% | $172,739-41.1% | $152,861-33.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.29% | 1029.65%-1003.4pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,084 | $5,856-64.4% | $5,143-59.5% | $4,762-56.2% |
| Participant deferral / active EE | $9,020 | $5,948+51.6% | $5,198+73.5% | $5,850+54.2% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |