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 | $215,447 | $138,044+56.1% | $125,339+71.9% | $134,475+60.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.71% | 750.33%-763.0pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $21,014 | $5,243+300.8% | $4,814+336.6% | $4,740+343.4% |
| Participant deferral / active EE | $9,400 | $7,799+20.5% | $7,446+26.2% | $6,400+46.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |