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 | $144,884 | $202,318-28.4% | $172,739-16.1% | $152,861-5.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.91% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,248 | $5,856-44.5% | $5,143-36.8% | $4,762-31.8% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,850+42.4% |
| Admin fee / account holder | $244 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |