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 9-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 | $242,835 | $100,754+141.0% | $86,677+180.2% | $134,475+80.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 89.37% | 29.04%+60.3pp | 35.91%+53.5pp | 417.96%-328.6pp |
| Employer contribution / active EE | $9,245 | $3,489+164.9% | $2,836+225.9% | $4,740+95.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $200 | $10,926-98.2% | $7,493-97.3% | $11,426-98.3% |