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 | $112,785 | $202,318-44.3% | $172,739-34.7% | $152,861-26.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.01% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $8,751 | $5,856+49.4% | $5,143+70.1% | $4,762+83.7% |
| Participant deferral / active EE | $17,352 | $5,948+191.7% | $5,198+233.8% | $5,850+196.6% |
| Admin fee / account holder | $223 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |