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 | $236,902 | $102,966+130.1% | $90,281+162.4% | $152,861+55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 99.82% | 95.16%+4.7pp | 78.10%+21.7pp | 345.32%-245.5pp |
| Employer contribution / active EE | $23,206 | $3,139+639.3% | $2,854+713.0% | $4,762+387.3% |
| Participant deferral / active EE | $11,010 | $4,281+157.2% | $3,885+183.4% | $5,850+88.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |