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 9-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 | $37,446 | $202,318-81.5% | $172,739-78.3% | $152,861-75.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.16% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,672 | $5,856-71.5% | $5,143-67.5% | $4,762-64.9% |
| Participant deferral / active EE | $4,946 | $5,948-16.8% | $5,198-4.8% | $5,850-15.4% |
| Admin fee / account holder | $267 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |