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 7-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 | $110,166 | $202,318-45.5% | $172,739-36.2% | $152,861-27.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.45% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $6,719 | $5,856+14.7% | $5,143+30.7% | $4,762+41.1% |
| Participant deferral / active EE | $6,001 | $5,948+0.9% | $5,198+15.4% | $5,850+2.6% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |