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 | $236,859 | $202,318+17.1% | $172,739+37.1% | $152,861+55.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.55% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $5,639 | $5,856-3.7% | $5,143+9.6% | $4,762+18.4% |
| Participant deferral / active EE | $7,438 | $5,948+25.0% | $5,198+43.1% | $5,850+27.1% |
| Admin fee / account holder | $92 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |