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 | $241,104 | $99,020+143.5% | $86,590+178.4% | $147,584+63.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 115.32% | 1312.34%-1197.0pp | 964.84%-849.5pp | 578.55%-463.2pp |
| Employer contribution / active EE | $275 | $3,132-91.2% | $2,839-90.3% | $4,876-94.4% |
| Participant deferral / active EE | $550 | $3,972-86.2% | $3,609-84.8% | $5,439-89.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |