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 8-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 | $55,131 | $202,318-72.8% | $172,739-68.1% | $152,861-63.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.03% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $9,986 | $5,856+70.5% | $5,143+94.2% | $4,762+109.7% |
| Participant deferral / active EE | $10,105 | $5,948+69.9% | $5,198+94.4% | $5,850+72.7% |
| Admin fee / account holder | -$8,381 | $17,109-149.0% | $13,954-160.1% | $11,596-172.3% |