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 7-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 | $213,383 | $159,901+33.4% | $146,958+45.2% | $145,922+46.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.38% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $51,575 | $5,286+875.7% | $4,933+945.5% | $4,660+1006.9% |
| Participant deferral / active EE | $30,500 | $8,428+261.9% | $8,070+277.9% | $6,688+356.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |