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 9-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 | $211,408 | $109,817+92.5% | $98,442+114.8% | $167,490+26.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.06% | 1956.69%-1940.6pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,406 | $3,224-25.4% | $2,960-18.7% | $4,837-50.3% |
| Participant deferral / active EE | $14,300 | $4,673+206.0% | $4,276+234.4% | $6,341+125.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |