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 | $88,899 | $202,318-56.1% | $172,739-48.5% | $152,861-41.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.90% | 1029.65%-1007.8pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,205 | $5,856-62.3% | $5,143-57.1% | $4,762-53.7% |
| Participant deferral / active EE | $12,470 | $5,948+109.6% | $5,198+139.9% | $5,850+113.2% |
| Admin fee / account holder | $54 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |