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 | $112,106 | $105,998+5.8% | $92,233+21.5% | $147,584-24.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 768.61% | 50.05%+718.6pp | 176.28%+592.3pp | 578.55%+190.1pp |
| Employer contribution / active EE | $5,621 | $4,333+29.7% | $3,679+52.8% | $4,876+15.3% |
| Participant deferral / active EE | $6,925 | $4,478+54.7% | $3,897+77.7% | $5,439+27.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |