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 | $205,307 | $159,901+28.4% | $146,958+39.7% | $145,922+40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $15,442 | $5,286+192.1% | $4,933+213.0% | $4,660+231.4% |
| Participant deferral / active EE | $11,127 | $8,428+32.0% | $8,070+37.9% | $6,688+66.4% |
| Admin fee / account holder | $17 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |