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 | $45,980 | $202,318-77.3% | $172,739-73.4% | $152,861-69.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.87% | 1029.65%-1000.8pp | 802.84%-774.0pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,003 | $5,856-65.8% | $5,143-61.1% | $4,762-57.9% |
| Participant deferral / active EE | $5,837 | $5,948-1.9% | $5,198+12.3% | $5,850-0.2% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |