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 | $69,467 | $202,318-65.7% | $172,739-59.8% | $152,861-54.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 29.91% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $16,768 | $5,856+186.3% | $5,143+226.0% | $4,762+252.1% |
| Participant deferral / active EE | $12,482 | $5,948+109.9% | $5,198+140.2% | $5,850+113.4% |
| Admin fee / account holder | $52 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |