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 | $184,017 | $160,055+15.0% | $140,016+31.4% | $135,375+35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.87% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $27,375 | $6,420+326.4% | $5,606+388.3% | $4,779+472.8% |
| Participant deferral / active EE | $21,500 | $7,642+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |