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 | $64,726 | $202,318-68.0% | $172,739-62.5% | $152,861-57.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.62% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,896 | $5,856-50.5% | $5,143-43.7% | $4,762-39.2% |
| Participant deferral / active EE | $5,256 | $5,948-11.6% | $5,198+1.1% | $5,850-10.2% |
| Admin fee / account holder | $241 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |