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 | $41,793 | $202,318-79.3% | $172,739-75.8% | $152,861-72.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.35% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $6,826 | $5,856+16.6% | $5,143+32.7% | $4,762+43.3% |
| Participant deferral / active EE | $4,554 | $5,948-23.4% | $5,198-12.4% | $5,850-22.2% |
| Admin fee / account holder | $36 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |