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 | $53,383 | $202,318-73.6% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.30% | 1029.65%-1010.4pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $6,279 | $5,856+7.2% | $5,143+22.1% | $4,762+31.8% |
| Participant deferral / active EE | $5,940 | $5,948-0.1% | $5,198+14.3% | $5,850+1.5% |
| Admin fee / account holder | $21 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |