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 | $56,015 | $202,318-72.3% | $172,739-67.6% | $152,861-63.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.84% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $39,224 | $5,856+569.8% | $5,143+662.7% | $4,762+723.6% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,850+224.8% |
| Admin fee / account holder | $242 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |