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 5-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 | $149,963 | $124,281+20.7% | $109,143+37.4% | $167,490-10.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 290.03% | 26.04%+264.0pp | 25.75%+264.3pp | 478.56%-188.5pp |
| Employer contribution / active EE | $21,017 | $4,207+399.5% | $3,722+464.7% | $4,837+334.5% |
| Participant deferral / active EE | $9,750 | $5,255+85.5% | $4,653+109.5% | $6,341+53.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |