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 | $32,558 | $202,318-83.9% | $172,739-81.2% | $152,861-78.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.22% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,515 | $5,856+45.4% | $5,143+65.6% | $4,762+78.8% |
| Participant deferral / active EE | $3,924 | $5,948-34.0% | $5,198-24.5% | $5,850-32.9% |
| Admin fee / account holder | $226 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |