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 10-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 | $201,007 | $105,998+89.6% | $92,233+117.9% | $147,584+36.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 73.75% | 50.05%+23.7pp | 176.28%-102.5pp | 578.55%-504.8pp |
| Employer contribution / active EE | $3,624 | $4,333-16.4% | $3,679-1.5% | $4,876-25.7% |
| Participant deferral / active EE | $14,567 | $4,478+225.3% | $3,897+273.8% | $5,439+167.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |