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 | $93,756 | $202,318-53.7% | $172,739-45.7% | $152,861-38.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.88% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,847 | $5,856-51.4% | $5,143-44.6% | $4,762-40.2% |
| Participant deferral / active EE | $4,319 | $5,948-27.4% | $5,198-16.9% | $5,850-26.2% |
| Admin fee / account holder | $119 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |