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 | $86,811 | $150,440-42.3% | $136,294-36.3% | $147,584-41.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 87.84% | 1049.08%-961.2pp | 5155.94%-5068.1pp | 578.55%-490.7pp |
| Employer contribution / active EE | $18,000 | $5,256+242.5% | $4,695+283.3% | $4,876+269.1% |
| Participant deferral / active EE | $35,000 | $6,630+427.9% | $6,247+460.3% | $5,439+543.5% |
| Admin fee / account holder | $45 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |