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 9-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 | $72,659 | $180,449-59.7% | $154,107-52.9% | $135,375-46.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1134.25% | 888.09%+246.2pp | 735.12%+399.1pp | 519.73%+614.5pp |
| Employer contribution / active EE | $2,319 | $6,035-61.6% | $5,298-56.2% | $4,779-51.5% |
| Participant deferral / active EE | $16,856 | $5,806+190.3% | $5,081+231.8% | $5,609+200.5% |
| Admin fee / account holder | $210 | $16,143-98.7% | $13,411-98.4% | $10,827-98.1% |