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 6-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 | $190,237 | $99,918+90.4% | $81,382+133.8% | $145,922+30.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 129.70% | 34.32%+95.4pp | 24.73%+105.0pp | 561.29%-431.6pp |
| Employer contribution / active EE | $5,642 | $2,978+89.5% | $2,463+129.1% | $4,660+21.1% |
| Participant deferral / active EE | $7,960 | $4,605+72.9% | $3,883+105.0% | $6,688+19.0% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |