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 | $82,293 | $202,318-59.3% | $172,739-52.4% | $152,861-46.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.95% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $16,391 | $5,856+179.9% | $5,143+218.7% | $4,762+244.2% |
| Participant deferral / active EE | $3,945 | $5,948-33.7% | $5,198-24.1% | $5,850-32.6% |
| Admin fee / account holder | $49 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |