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 | $51,321 | $202,318-74.6% | $172,739-70.3% | $152,861-66.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.13% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $15,024 | $5,856+156.5% | $5,143+192.1% | $4,762+215.5% |
| Participant deferral / active EE | $7,100 | $5,948+19.4% | $5,198+36.6% | $5,850+21.4% |
| Admin fee / account holder | $194 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |