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 | $235,906 | $197,825+19.2% | $155,790+51.4% | $125,391+88.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.39% | 86.74%-88.1pp | 71.54%-72.9pp | 282.22%-283.6pp |
| Employer contribution / active EE | $19,459 | $4,847+301.5% | $3,836+407.3% | $4,866+299.9% |
| Participant deferral / active EE | $12,820 | $5,630+127.7% | $4,797+167.3% | $5,352+139.6% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |