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 | $230,915 | $210,648+9.6% | $177,989+29.7% | $145,922+58.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.95% | 385.86%-368.9pp | 294.48%-277.5pp | 561.29%-544.3pp |
| Employer contribution / active EE | $26,667 | $4,565+484.2% | $3,949+575.3% | $4,660+472.3% |
| Participant deferral / active EE | $15,167 | $6,958+118.0% | $6,276+141.7% | $6,688+126.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |