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 | $106,678 | $202,318-47.3% | $172,739-38.2% | $152,861-30.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.80% | 1029.65%-1007.9pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,778 | $5,856-18.4% | $5,143-7.1% | $4,762+0.3% |
| Participant deferral / active EE | $6,362 | $5,948+7.0% | $5,198+22.4% | $5,850+8.7% |
| Admin fee / account holder | $289 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |