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 | $88,411 | $202,318-56.3% | $172,739-48.8% | $152,861-42.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.21% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,358 | $5,856-25.6% | $5,143-15.3% | $4,762-8.5% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,850-14.5% |
| Admin fee / account holder | $286 | $17,109-98.3% | $13,954-98.0% | $11,596-97.5% |