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 | $176,422 | $135,952+29.8% | $123,892+42.4% | $273,961-35.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 343.71% | 56.63%+287.1pp | 47.52%+296.2pp | 41.45%+302.3pp |
| Employer contribution / active EE | $19,441 | $5,170+276.0% | $4,617+321.1% | $4,869+299.3% |
| Participant deferral / active EE | $15,974 | $6,343+151.8% | $5,984+166.9% | $5,287+202.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |