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 7-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 | $95,281 | $202,318-52.9% | $172,739-44.8% | $152,861-37.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 76.31% | 1029.65%-953.3pp | 802.84%-726.5pp | 345.32%-269.0pp |
| Employer contribution / active EE | $9,195 | $5,856+57.0% | $5,143+78.8% | $4,762+93.1% |
| Participant deferral / active EE | $14,250 | $5,948+139.6% | $5,198+174.2% | $5,850+143.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |