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 | $65,373 | $202,318-67.7% | $172,739-62.2% | $152,861-57.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.68% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $7,750 | $5,856+32.3% | $5,143+50.7% | $4,762+62.7% |
| Participant deferral / active EE | $8,668 | $5,948+45.7% | $5,198+66.8% | $5,850+48.2% |
| Admin fee / account holder | $209 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |