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 | $190,143 | $209,411-9.2% | $178,490+6.5% | $158,922+19.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 193.06% | 188.75%+4.3pp | 151.07%+42.0pp | 302.83%-109.8pp |
| Employer contribution / active EE | $13,686 | $5,706+139.8% | $5,011+173.1% | $4,761+187.4% |
| Participant deferral / active EE | $9,618 | $5,954+61.5% | $5,202+84.9% | $5,982+60.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |