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 | $219,447 | $202,318+8.5% | $172,739+27.0% | $152,861+43.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 74.05% | 1029.65%-955.6pp | 802.84%-728.8pp | 345.32%-271.3pp |
| Employer contribution / active EE | $4,082 | $5,856-30.3% | $5,143-20.6% | $4,762-14.3% |
| Participant deferral / active EE | $28,000 | $5,948+370.7% | $5,198+438.7% | $5,850+378.6% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |