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 7-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 | $227,459 | $159,901+42.3% | $146,958+54.8% | $145,922+55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,607 | $5,286-31.8% | $4,933-26.9% | $4,660-22.6% |
| Participant deferral / active EE | $14,085 | $8,428+67.1% | $8,070+74.5% | $6,688+110.6% |
| Admin fee / account holder | $79 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |