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 8-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 | $142,007 | $100,852+40.8% | $90,404+57.1% | $158,922-10.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.99% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $10,914 | $3,689+195.9% | $3,262+234.6% | $4,761+129.2% |
| Participant deferral / active EE | $22,750 | $4,348+423.3% | $3,963+474.0% | $5,982+280.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |