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 | $84,675 | $202,318-58.1% | $172,739-51.0% | $152,861-44.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 193.06% | 1029.65%-836.6pp | 802.84%-609.8pp | 345.32%-152.3pp |
| Employer contribution / active EE | $4,222 | $5,856-27.9% | $5,143-17.9% | $4,762-11.3% |
| Participant deferral / active EE | $7,543 | $5,948+26.8% | $5,198+45.1% | $5,850+28.9% |
| Admin fee / account holder | $262 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |