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 | $34,835 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.58% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $9,721 | $5,856+66.0% | $5,143+89.0% | $4,762+104.1% |
| Participant deferral / active EE | $4,084 | $5,948-31.3% | $5,198-21.4% | $5,850-30.2% |
| Admin fee / account holder | $40 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |