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 | $44,852 | $202,318-77.8% | $172,739-74.0% | $152,861-70.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.63% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,591 | $5,856-21.6% | $5,143-10.7% | $4,762-3.6% |
| Participant deferral / active EE | $8,355 | $5,948+40.5% | $5,198+60.7% | $5,850+42.8% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |