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 | $82,516 | $202,318-59.2% | $172,739-52.2% | $152,861-46.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.33% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,526 | $5,856-56.9% | $5,143-50.9% | $4,762-47.0% |
| Participant deferral / active EE | $5,457 | $5,948-8.3% | $5,198+5.0% | $5,850-6.7% |
| Admin fee / account holder | $122 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |