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 | $213,028 | $185,822+14.6% | $169,993+25.3% | $139,434+52.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.33% | 60.50%+3.8pp | 53.37%+11.0pp | 372.94%-308.6pp |
| Employer contribution / active EE | $6,000 | $7,590-20.9% | $6,785-11.6% | $4,751+26.3% |
| Participant deferral / active EE | $17,000 | $11,622+46.3% | $10,408+63.3% | $6,710+153.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |