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 | $143,676 | $202,318-29.0% | $172,739-16.8% | $152,861-6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.09% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $13,404 | $5,856+128.9% | $5,143+160.6% | $4,762+181.5% |
| Participant deferral / active EE | $18,608 | $5,948+212.8% | $5,198+258.0% | $5,850+218.1% |
| Admin fee / account holder | $199 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |