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 | $135,522 | $202,318-33.0% | $172,739-21.5% | $152,861-11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.76% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $7,269 | $5,856+24.1% | $5,143+41.3% | $4,762+52.6% |
| Participant deferral / active EE | $11,747 | $5,948+97.5% | $5,198+126.0% | $5,850+100.8% |
| Admin fee / account holder | $38 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |