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 | $45,720 | $202,318-77.4% | $172,739-73.5% | $152,861-70.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.99% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $7,138 | $5,856+21.9% | $5,143+38.8% | $4,762+49.9% |
| Participant deferral / active EE | $3,098 | $5,948-47.9% | $5,198-40.4% | $5,850-47.0% |
| Admin fee / account holder | $271 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |