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 7-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 | $36,094 | $202,318-82.2% | $172,739-79.1% | $152,861-76.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 44.43% | 1029.65%-985.2pp | 802.84%-758.4pp | 345.32%-300.9pp |
| Employer contribution / active EE | $9,702 | $5,856+65.7% | $5,143+88.7% | $4,762+103.7% |
| Participant deferral / active EE | $16,110 | $5,948+170.9% | $5,198+210.0% | $5,850+175.4% |
| Admin fee / account holder | $174 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |