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 | $115,336 | $107,334+7.5% | $92,893+24.2% | $152,861-24.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 35.09% | 145.58%-110.5pp | 109.41%-74.3pp | 345.32%-310.2pp |
| Employer contribution / active EE | $24,994 | $4,221+492.1% | $3,653+584.3% | $4,762+424.8% |
| Participant deferral / active EE | $8,376 | $4,845+72.9% | $4,236+97.7% | $5,850+43.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |