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 | $117,154 | $95,193+23.1% | $76,523+53.1% | $135,375-13.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 161.41% | 4.85%+156.6pp | -0.27%+161.7pp | 519.73%-358.3pp |
| Employer contribution / active EE | $13,989 | $3,302+323.6% | $2,647+428.4% | $4,779+192.7% |
| Participant deferral / active EE | $15,549 | $4,639+235.2% | $3,835+305.4% | $5,609+177.2% |
| Admin fee / account holder | $11 | $6,249-99.8% | $4,848-99.8% | $10,827-99.9% |