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 | $199,550 | $109,817+81.7% | $98,442+102.7% | $167,490+19.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.76% | 1956.69%-1921.9pp | 1492.73%-1458.0pp | 478.56%-443.8pp |
| Employer contribution / active EE | $12,698 | $3,224+293.9% | $2,960+329.0% | $4,837+162.5% |
| Participant deferral / active EE | $9,148 | $4,673+95.8% | $4,276+113.9% | $6,341+44.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |