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 | $44,524 | $202,318-78.0% | $172,739-74.2% | $152,861-70.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.20% | 1029.65%-1007.5pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,625 | $5,856-21.0% | $5,143-10.1% | $4,762-2.9% |
| Participant deferral / active EE | $7,704 | $5,948+29.5% | $5,198+48.2% | $5,850+31.7% |
| Admin fee / account holder | $208 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |