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 6-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 | $202,198 | $68,097+196.9% | $62,929+221.3% | $137,256+47.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.68% | 1859.11%-1839.4pp | 1063.93%-1044.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $35,271 | $2,811+1154.7% | $2,505+1308.3% | $4,156+748.7% |
| Participant deferral / active EE | $15,667 | $4,553+244.1% | $3,888+302.9% | $6,407+144.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |