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 | $174,937 | $160,055+9.3% | $140,016+24.9% | $135,375+29.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 15.55% | 911.38%-895.8pp | 651.12%-635.6pp | 519.73%-504.2pp |
| Employer contribution / active EE | $19,468 | $6,420+203.2% | $5,606+247.3% | $4,779+307.4% |
| Participant deferral / active EE | $9,970 | $7,642+30.5% | $6,927+43.9% | $5,609+77.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |