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 6-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 | $136,242 | $161,352-15.6% | $134,172+1.5% | $137,256-0.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 148.55% | 28.72%+119.8pp | 25.30%+123.2pp | 220.34%-71.8pp |
| Employer contribution / active EE | $4,889 | $4,099+19.3% | $3,420+42.9% | $4,156+17.6% |
| Participant deferral / active EE | $7,204 | $5,552+29.8% | $4,690+53.6% | $6,407+12.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |