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 | $73,092 | $202,318-63.9% | $172,739-57.7% | $152,861-52.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.96% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $6,767 | $5,856+15.6% | $5,143+31.6% | $4,762+42.1% |
| Participant deferral / active EE | $4,904 | $5,948-17.5% | $5,198-5.6% | $5,850-16.2% |
| Admin fee / account holder | $28 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |