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 | $44,553 | $202,318-78.0% | $172,739-74.2% | $152,861-70.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.79% | 1029.65%-1012.9pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,454 | $5,856-23.9% | $5,143-13.4% | $4,762-6.5% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,850+105.1% |
| Admin fee / account holder | $51 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |