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 8-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 | $191,366 | $158,817+20.5% | $121,196+57.9% | $135,375+41.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 1118.02% | -0.64%+1118.7pp | 16.93%+1101.1pp | 519.73%+598.3pp |
| Employer contribution / active EE | $23,073 | $5,665+307.3% | $4,022+473.7% | $4,779+382.8% |
| Participant deferral / active EE | $18,668 | $4,005+366.1% | $3,344+458.2% | $5,609+232.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |