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 8-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 | $216,580 | $126,574+71.1% | $106,213+103.9% | $145,922+48.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.87% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $14,550 | $3,730+290.0% | $3,171+358.8% | $4,660+212.3% |
| Participant deferral / active EE | $23,000 | $5,724+301.8% | $5,016+358.5% | $6,688+243.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |