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 8-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 | $46,258 | $202,318-77.1% | $172,739-73.2% | $152,861-69.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.28% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,399 | $5,856-42.0% | $5,143-33.9% | $4,762-28.6% |
| Participant deferral / active EE | $8,631 | $5,948+45.1% | $5,198+66.1% | $5,850+47.5% |
| Admin fee / account holder | $233 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |