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 8-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 | $249,110 | $102,966+141.9% | $90,281+175.9% | $152,861+63.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 53.26% | 95.16%-41.9pp | 78.10%-24.8pp | 345.32%-292.1pp |
| Employer contribution / active EE | $11,470 | $3,139+265.4% | $2,854+301.8% | $4,762+140.9% |
| Participant deferral / active EE | $19,000 | $4,281+343.8% | $3,885+389.0% | $5,850+224.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |