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 | $233,609 | $115,882+101.6% | $100,516+132.4% | $158,922+47.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 116.72% | 34.79%+81.9pp | 30.89%+85.8pp | 302.83%-186.1pp |
| Employer contribution / active EE | $1,750 | $4,103-57.3% | $3,418-48.8% | $4,761-63.2% |
| Participant deferral / active EE | $13,000 | $6,674+94.8% | $6,270+107.3% | $5,982+117.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |