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 | $79,942 | $202,318-60.5% | $172,739-53.7% | $152,861-47.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.39% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,140 | $5,856-29.3% | $5,143-19.5% | $4,762-13.1% |
| Participant deferral / active EE | $4,878 | $5,948-18.0% | $5,198-6.2% | $5,850-16.6% |
| Admin fee / account holder | $147 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |