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 8-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 | $33,534 | $202,318-83.4% | $172,739-80.6% | $152,861-78.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.96% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $7,722 | $5,856+31.9% | $5,143+50.1% | $4,762+62.1% |
| Participant deferral / active EE | $4,865 | $5,948-18.2% | $5,198-6.4% | $5,850-16.8% |
| Admin fee / account holder | $236 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |