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 | $229,323 | $175,202+30.9% | $149,673+53.2% | $139,434+64.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $15,691 | $5,474+186.6% | $4,818+225.7% | $4,751+230.3% |
| Participant deferral / active EE | $15,728 | $6,519+141.3% | $5,680+176.9% | $6,710+134.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |