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 | $54,071 | $202,318-73.3% | $172,739-68.7% | $152,861-64.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.54% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,151 | $5,856-46.2% | $5,143-38.7% | $4,762-33.8% |
| Participant deferral / active EE | $6,011 | $5,948+1.1% | $5,198+15.6% | $5,850+2.7% |
| Admin fee / account holder | $228 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |