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 | $230,388 | $144,119+59.9% | $117,854+95.5% | $147,584+56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.73% | 531.15%-513.4pp | 335.08%-317.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,230 | $4,896+6.8% | $3,786+38.1% | $4,876+7.2% |
| Participant deferral / active EE | $12,511 | $5,316+135.3% | $4,482+179.1% | $5,439+130.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |