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 | $204,071 | $127,386+60.2% | $115,037+77.4% | $125,391+62.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 841.66% | 31.28%+810.4pp | 26.14%+815.5pp | 282.22%+559.4pp |
| Employer contribution / active EE | $24,788 | $5,166+379.8% | $4,608+437.9% | $4,866+409.4% |
| Participant deferral / active EE | $14,797 | $6,423+130.4% | $6,026+145.5% | $5,352+176.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |