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 10-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 | $194,904 | $105,998+83.9% | $92,233+111.3% | $147,584+32.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 85.23% | 50.05%+35.2pp | 176.28%-91.0pp | 578.55%-493.3pp |
| Employer contribution / active EE | $7,273 | $4,333+67.8% | $3,679+97.7% | $4,876+49.1% |
| Participant deferral / active EE | $14,447 | $4,478+222.6% | $3,897+270.8% | $5,439+165.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |