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 7-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 | $131,753 | $202,318-34.9% | $172,739-23.7% | $152,861-13.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 18.96% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,106 | $5,856-47.0% | $5,143-39.6% | $4,762-34.8% |
| Participant deferral / active EE | $3,303 | $5,948-44.5% | $5,198-36.5% | $5,850-43.5% |
| Admin fee / account holder | $23 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |