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 | $54,588 | $202,318-73.0% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.13% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,999 | $5,856-48.8% | $5,143-41.7% | $4,762-37.0% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,850+29.9% |
| Admin fee / account holder | $287 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |