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 | $86,997 | $202,318-57.0% | $172,739-49.6% | $152,861-43.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.40% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $10,797 | $5,856+84.4% | $5,143+109.9% | $4,762+126.7% |
| Participant deferral / active EE | $9,935 | $5,948+67.0% | $5,198+91.1% | $5,850+69.8% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |