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 10-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 | $213,816 | $144,119+48.4% | $117,854+81.4% | $147,584+44.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 87.47% | 531.15%-443.7pp | 335.08%-247.6pp | 578.55%-491.1pp |
| Employer contribution / active EE | $10,697 | $4,896+118.5% | $3,786+182.5% | $4,876+119.4% |
| Participant deferral / active EE | $24,000 | $5,316+351.5% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |