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 5-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 | $163,110 | $102,604+59.0% | $86,188+89.2% | $139,434+17.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 156.39% | 1922.51%-1766.1pp | 1168.45%-1012.1pp | 372.94%-216.5pp |
| Employer contribution / active EE | $19,005 | $3,032+526.7% | $2,380+698.5% | $4,751+300.0% |
| Participant deferral / active EE | $28,848 | $4,676+517.0% | $3,985+623.8% | $6,710+329.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |