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 9-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 | $60,126 | $202,318-70.3% | $172,739-65.2% | $152,861-60.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.88% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $8,233 | $5,856+40.6% | $5,143+60.1% | $4,762+72.9% |
| Participant deferral / active EE | $6,195 | $5,948+4.2% | $5,198+19.2% | $5,850+5.9% |
| Admin fee / account holder | $14 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |