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 | $177,008 | $202,318-12.5% | $172,739+2.5% | $152,861+15.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.78% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,893 | $5,856-67.7% | $5,143-63.2% | $4,762-60.3% |
| Participant deferral / active EE | $2,644 | $5,948-55.6% | $5,198-49.1% | $5,850-54.8% |
| Admin fee / account holder | $41 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |