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 | $90,372 | $202,318-55.3% | $172,739-47.7% | $152,861-40.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.45% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,289 | $5,856-26.8% | $5,143-16.6% | $4,762-9.9% |
| Participant deferral / active EE | $5,721 | $5,948-3.8% | $5,198+10.1% | $5,850-2.2% |
| Admin fee / account holder | $180 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |