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 4-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 | $178,341 | $105,998+68.2% | $92,233+93.4% | $147,584+20.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.72% | 50.05%-30.3pp | 176.28%-156.6pp | 578.55%-558.8pp |
| Employer contribution / active EE | $8,600 | $4,333+98.5% | $3,679+133.7% | $4,876+76.4% |
| Participant deferral / active EE | $18,000 | $4,478+302.0% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |