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 | $39,748 | $202,318-80.4% | $172,739-77.0% | $152,861-74.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.75% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,098 | $5,856-47.1% | $5,143-39.8% | $4,762-34.9% |
| Participant deferral / active EE | $3,426 | $5,948-42.4% | $5,198-34.1% | $5,850-41.4% |
| Admin fee / account holder | $241 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |