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 6-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 | $79,787 | $209,411-61.9% | $178,490-55.3% | $158,922-49.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 801.23% | 188.75%+612.5pp | 151.07%+650.2pp | 302.83%+498.4pp |
| Employer contribution / active EE | $24,023 | $5,706+321.0% | $5,011+379.4% | $4,761+404.6% |
| Participant deferral / active EE | $19,388 | $5,954+225.6% | $5,202+272.7% | $5,982+224.1% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |