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 7-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 | $132,042 | $109,327+20.8% | $89,391+47.7% | $158,922-16.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 483.60% | 345.68%+137.9pp | 245.62%+238.0pp | 302.83%+180.8pp |
| Employer contribution / active EE | $1,836 | $3,170-42.1% | $2,586-29.0% | $4,761-61.4% |
| Participant deferral / active EE | $17,575 | $4,598+282.2% | $3,890+351.8% | $5,982+193.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |