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 | $62,775 | $202,318-69.0% | $172,739-63.7% | $152,861-58.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.92% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,264 | $5,856-44.3% | $5,143-36.5% | $4,762-31.5% |
| Participant deferral / active EE | $4,427 | $5,948-25.6% | $5,198-14.8% | $5,850-24.3% |
| Admin fee / account holder | $171 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |