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 | $33,169 | $202,318-83.6% | $172,739-80.8% | $152,861-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.45% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,567 | $5,856-56.2% | $5,143-50.1% | $4,762-46.1% |
| Participant deferral / active EE | $3,498 | $5,948-41.2% | $5,198-32.7% | $5,850-40.2% |
| Admin fee / account holder | $197 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |