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 | $174,715 | $150,440+16.1% | $136,294+28.2% | $147,584+18.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 436.19% | 1049.08%-612.9pp | 5155.94%-4719.7pp | 578.55%-142.4pp |
| Employer contribution / active EE | $18,906 | $5,256+259.7% | $4,695+302.6% | $4,876+287.7% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $100 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |