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 | $57,102 | $202,318-71.8% | $172,739-66.9% | $152,861-62.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.62% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $18,142 | $5,856+209.8% | $5,143+252.8% | $4,762+280.9% |
| Participant deferral / active EE | $13,662 | $5,948+129.7% | $5,198+162.9% | $5,850+133.5% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |