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 8-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 | $190,242 | $135,635+40.3% | $110,238+72.6% | $135,375+40.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 362.39% | 513.19%-150.8pp | 314.74%+47.6pp | 519.73%-157.3pp |
| Employer contribution / active EE | $20,332 | $4,906+314.4% | $3,826+431.4% | $4,779+325.5% |
| Participant deferral / active EE | $14,030 | $5,506+154.8% | $4,672+200.3% | $5,609+150.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |