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 | $220,918 | $180,449+22.4% | $154,107+43.4% | $135,375+63.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 715.02% | 888.09%-173.1pp | 735.12%-20.1pp | 519.73%+195.3pp |
| Employer contribution / active EE | $19,437 | $6,035+222.1% | $5,298+266.9% | $4,779+306.7% |
| Participant deferral / active EE | $8,950 | $5,806+54.1% | $5,081+76.2% | $5,609+59.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |