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 8-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 | $90,098 | $202,318-55.5% | $172,739-47.8% | $152,861-41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.32% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,302 | $5,856+24.7% | $5,143+42.0% | $4,762+53.3% |
| Participant deferral / active EE | $14,602 | $5,948+145.5% | $5,198+180.9% | $5,850+149.6% |
| Admin fee / account holder | $108 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |