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 | $47,369 | $202,318-76.6% | $172,739-72.6% | $152,861-69.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.58% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,279 | $5,856-9.8% | $5,143+2.7% | $4,762+10.9% |
| Participant deferral / active EE | $5,143 | $5,948-13.5% | $5,198-1.0% | $5,850-12.1% |
| Admin fee / account holder | $88 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |