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 | $240,025 | $185,822+29.2% | $169,993+41.2% | $139,434+72.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.89% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $17,744 | $7,590+133.8% | $6,785+161.5% | $4,751+273.5% |
| Participant deferral / active EE | $18,247 | $11,622+57.0% | $10,408+75.3% | $6,710+171.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |