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 | $44,385 | $202,318-78.1% | $172,739-74.3% | $152,861-71.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.87% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,076 | $5,856-47.5% | $5,143-40.2% | $4,762-35.4% |
| Participant deferral / active EE | $3,839 | $5,948-35.5% | $5,198-26.1% | $5,850-34.4% |
| Admin fee / account holder | $294 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |