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 8-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 | $37,670 | $202,318-81.4% | $172,739-78.2% | $152,861-75.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.10% | 1029.65%-1013.6pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,957 | $5,856-66.6% | $5,143-61.9% | $4,762-58.9% |
| Participant deferral / active EE | $2,888 | $5,948-51.5% | $5,198-44.4% | $5,850-50.6% |
| Admin fee / account holder | $211 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |