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 7-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 | $193,948 | $100,852+92.3% | $90,404+114.5% | $158,922+22.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1131.71% | 1724.20%-592.5pp | 1293.02%-161.3pp | 302.83%+828.9pp |
| Employer contribution / active EE | $8,613 | $3,689+133.5% | $3,262+164.0% | $4,761+80.9% |
| Participant deferral / active EE | $12,905 | $4,348+196.8% | $3,963+225.6% | $5,982+115.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |