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 | $120,649 | $202,318-40.4% | $172,739-30.2% | $152,861-21.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.62% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,751 | $5,856-53.0% | $5,143-46.5% | $4,762-42.2% |
| Participant deferral / active EE | $4,214 | $5,948-29.2% | $5,198-18.9% | $5,850-28.0% |
| Admin fee / account holder | $163 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |