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 | $52,930 | $202,318-73.8% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.10% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,387 | $5,856-42.2% | $5,143-34.1% | $4,762-28.9% |
| Participant deferral / active EE | $6,942 | $5,948+16.7% | $5,198+33.6% | $5,850+18.7% |
| Admin fee / account holder | $213 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |