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 | $47,990 | $202,318-76.3% | $172,739-72.2% | $152,861-68.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.95% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,889 | $5,856-50.7% | $5,143-43.8% | $4,762-39.3% |
| Participant deferral / active EE | $3,608 | $5,948-39.3% | $5,198-30.6% | $5,850-38.3% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |