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 9-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 | $31,291 | $202,318-84.5% | $172,739-81.9% | $152,861-79.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.02% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $6,553 | $5,856+11.9% | $5,143+27.4% | $4,762+37.6% |
| Participant deferral / active EE | $5,839 | $5,948-1.8% | $5,198+12.3% | $5,850-0.2% |
| Admin fee / account holder | $206 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |