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 | $51,450 | $107,934-52.3% | $91,989-44.1% | $152,861-66.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 269.44% | 89.24%+180.2pp | 69.02%+200.4pp | 345.32%-75.9pp |
| Employer contribution / active EE | $12,500 | $4,210+196.9% | $3,452+262.1% | $4,762+162.5% |
| Participant deferral / active EE | $19,000 | $6,364+198.5% | $5,923+220.8% | $5,850+224.8% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |