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 | $177,150 | $159,901+10.8% | $146,958+20.5% | $145,922+21.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 61.86% | 98.13%-36.3pp | 418.34%-356.5pp | 561.29%-499.4pp |
| Employer contribution / active EE | $10,173 | $5,286+92.4% | $4,933+106.2% | $4,660+118.3% |
| Participant deferral / active EE | $11,500 | $8,428+36.4% | $8,070+42.5% | $6,688+72.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |