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 | $202,980 | $138,044+47.0% | $125,339+61.9% | $134,475+50.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $6,078 | $5,243+15.9% | $4,814+26.3% | $4,740+28.2% |
| Participant deferral / active EE | $16,370 | $7,799+109.9% | $7,446+119.8% | $6,400+155.8% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |