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 | $211,225 | $202,318+4.4% | $172,739+22.3% | $152,861+38.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1615.57% | 1029.65%+585.9pp | 802.84%+812.7pp | 345.32%+1270.2pp |
| Employer contribution / active EE | $3,302 | $5,856-43.6% | $5,143-35.8% | $4,762-30.7% |
| Participant deferral / active EE | $9,543 | $5,948+60.4% | $5,198+83.6% | $5,850+63.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |