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 | $59,401 | $202,318-70.6% | $172,739-65.6% | $152,861-61.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.33% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,712 | $5,856-70.8% | $5,143-66.7% | $4,762-64.1% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,850+113.7% |
| Admin fee / account holder | $26 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |